Investment management

Investment management

Investment advisory is more than just a strategic asset allocation. Since diversification is not likely achieved through just asset allocations, one must add intelligent design into the mix with strategy diversification. We will review your specific goals and objectives and help you match a solution that fits those needs.


Annuities can potentially help address key areas of hidden risk in your portfolio. Our advisors are well versed on the specific nuances and stand ready to assist in your understanding on how this defensive strategy works. We have found that with proper education an individual can more readily make the determination if these instruments have a place in their portfolio. Just because a specific annuity could be deemed as “good” that doesn’t necessarily mean its “good” for you. We strive to help you be able to make that determination.


Everyone needs a strategy to protect both themselves and the ones that they love from unexpected events. Life insurance policies are more than just a Death Benefit. They are also Cash Accumulation vehicles. Case design will vary based on the objective. Are your goals legacy based or are living benefits more important? Our team specializes in helping you select the right solution for your specific goals.

Long Term Care

None of us want to think about not being able to take care of ourselves or even needing some assistance. That care need comes in many forms. Planning for that need is prudent. Innovations in the LTC space have created advanced solutions.  
Learn about what we call LTC 2.0. The “use it or lose it” mindset of previous LTC iterations have been vastly improved upon.Let our team help you explore how it works and if it’s right for your plan.

Social Security Optimization

There are a myriad of claiming strategies. Before filing we encourage exploring them in more detail. Countless retirees have left thousands of dollars in earned benefits behind. We can help individuals maximize their lifetime social security benefits and see how that works into the overall financial plan.