Portfolio & Wealth Management
In finance, a portfolio is a collection of investments held by an investment company, hedge fund, financial institution or individual utilizing a variety of investment and savings products. Each portfolio is managed and monitored according to one’s specific financial goals, investment objectives and risk tolerance.
In general, a financial plan is a comprehensive evaluation of an individual’s current income and future financial state by using current known variables to predict future income, asset values and withdrawal plans. A Financial Advisor prepares financial plans which often cover savings and cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning.
Education and Estate Planning
Estate planning is the process of anticipating and arranging, during a person’s life, for the disposal of their estate. Estate planning can be used to eliminate uncertainties over the administration of a probate and to maximize the value of the estate by reducing taxes and other expenses.
Insurance is an important element of any sound financial plan. Different kinds of insurance help protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death. Insurance can also be an important component of estate and tax planning. We provide extremely competitive rates for home, auto, life, and long-term care policies.
Individual Retirement Planning
There are a variety of retirement planning options that can meet your needs. Your employer funds some; you fund some. We will help you determine which options suit your specific circumstances best and then help you plan how to fund and invest to reach your specific goals.
Request a Consultation
We hope you find our website to be a useful tool in getting to know who we are and how we can help you. Please feel comfortable in contacting us on any investment or planning matter and we will promptly respond.