Our Services

We serve individuals and businesses in many areas of insurance and financial services, including:

 

  • Retirement planning *

             Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
 

  • Estate Planning *

    Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 
     
     
  • Insurance Planning *

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy among many companies for your situation. Exploring final expense and long term care insurance options.

 

  • Education funding *

    Recommending investment and accumulation strategies to help you pay for your children's education.

     
  • Investment Planning *

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.
     
     
  • Employee and executive benefits

    Helping your business attract and retain qualified employees through benefit packages tailored to your life, health, disability, dental, and retirement benefit needs.
     

*Securities and Investment advisory services offered through ING Financial Partners, member SIPC