Our Firm has expertise and retirement specialists certified by the College for Financial Planning.  These services are offered on either an hourly consultation basis or as part of a complete plan package.  They include, but are not limited to the following:

• Estate tax planning

• Financial and investment advisory services

• Retirement planning

           o Planning for young families that focus on a targeted savings plan

           o Planning for those nearing retirement with a focus on maintaining cash flow through the duration

• Company retirement plan review, management and new plan proposals 

           o Defined Contribution Plans

           o Defined Benefit Plans

           o Paired Plans for the entrepreneur and small business owners

• Retirement plan audits