Determining client’s asset-allocation needs. Helping clients understand their risk tolerance. Recommending the appropriate investment vehicles to help reach financial goals.

Making the most of client’s employer-sponsored retirement plans and IRA's. Determining how much clients may need to retire comfortably and continue to help manage assets before and during retirement.

Working with clients to help review wills and trusts, preserve estate for intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with tax and legal advisors.

Recommending investment and accumulation strategies to help clients pay for their children's education.

Reviewing existing insurance policies.

Ensuring clients portfolio is tax-efficient. Developing tax-efficient investment strategies. Providing referrals to qualified tax specialists.

Helping clients business attract and retain qualified employees through benefit packages.