Services for Individuals
Comprehensive Financial Planning / Wealth Management
Few things are more important than making sure your finances are on a solid foundation. And yet, with many competing demands and complexity, it is challenging to develop an appropriate, comprehensive strategy. We can help.
JIC gathers information on what retirement means to you. For example, when do you want to retire, with what retirement income, and what sources of retirement income
Investment Strategies To Meet Your Individual Needs
With the cost of higher education rising seemingly every year, how do you make sure you will have enough when it’s time for your children to go to college?
Effective estate planning ensures that your hard-earned assets are distributed in the way and to whom you would like.
Insurance is about protecting something you value — be it your income, assets, or loved ones.
We review your tax returns in combination with other financial planning data to identify possible tax saving strategies.
In the course of our work, we often come across individuals that have unique characteristics to their financial situation that requires creativity and an alternative approach.