Individuals and Families Services

Retirement planning has more to it than at first glance.  We not only help you estimate how much you will need, and how to save for it, but to put together a plan for what you will do in retirement and where you will be doing it.

We help you through the college planning process from early estimates of the costs of college, to finding the right saving strategy for you, to college search help, to college applications, financial aid, paying for college, and graduation.

Beyond the core planning services of Retirement and College Planning, you may be ready for more of a complete financial plan including additional elements such as estate, tax, and insurance planning.

Investment Management is where we put plans into action and setup various accounts specific to each of your goals.

We help you through the insurance process from initial education, to comparing quotes, to getting you covered including hard to place cases.