Services for Individuals

Working with individuals and families, we offer a number of services, including:

Investment Services

Through wealth management, we can help clients create an investment portfolio that produces an appropriate diversification based on the individual client’s goals and risk tolerance. Professional investment management may provide investors access to investments they would not have otherwise, including a wide variety of traditional and alternative investment classes. We can assist clients with:

  • Bonds
  • Common Stock
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • GNMAs
  • Certificates of Deposit (FDIC)
  • Government Securities
  • Alternative Investments
  • Variable Annuities
  • Real Estate Investment Trusts (REITs)
  • Treasury Bills

Financial Planning

Financial planning is the process of identifying financial goals and creating a roadmap for how to achieve them. The primary objective is to determine how to build and preserve wealth, while also planning for the future. We can assist clients with:

  • Retirement Planning
  • Income Planning
  • College Planning
  • Risk Management
  • Estate Planning
  • Money Management
  • Portfolio Reviews
  • Tax Planning


Insurance is a key element of one’s risk management and financial strategies. In developing a comprehensive financial strategy, we help clients address their insurance needs and assess appropriate options, including:

  • Life Insurance
  • Term Insurance
  • Universal Life
  • Variable Life
  • Permanent Insurance
  • Long-Term Care Insurance
  • Annuities