Our Services

We offer technical sophistication and practical experience in the following service areas:

  • Personal Financial Planning Reviews
  • Envison Retirement Income Planning Analyses
  • Asset Allocation Planning and Portfolio Reviews
  • Fixed Income Portfolio Reviews and Analyses
  • Education Planning
  • Estate Planning and Trust Services
  • Life Insurance Planning and Policy Reviews
  • Disability and Long Term Care Planning
  • Employee Stock Option Exercise Analyses and Services

Other Services

  • Command Asset Program (CAP) for individual and corporate cash management
  • IRAs and Business Retirement Plans
  • Online account access through Wells Fargo Advisors (www.wellsfargoadvisors.com)
  • Asset Advisor - A client-directed, fee-based investment advisory program
  • FundSource - A wrap fee mutual fund investment advisory program utilizing model asset allocatiion portfolios
  • Custom Choice - A client-directed, wrap fee mutual fund investment advisory program utilizing a universe of no-load and load waived mutual funds.
  • Diversified Managed Allocations (DMA) - A fee-based program utilizing multiple separate account managers in a single investment advisory account.