Individuals

Estate Planning

Estate planning is another area where we have extensive experience. With our guidance your family can save a substantial portion of the estate taxes that could be lost ( as much as 55% ) without proper planning.

Personal Financial Planning

Personal financial planning for retirement, college educations, or attaining your personal financial goals has become increasingly difficult. We provide you with a customized program to achieve your financial goals.

Insurance Consulting

Insurance consulting helps you manage life’s risks. Life, disability and long-term care insurance should all be considered based on your individual or business circumstances.