Personal and Family

We find solutions that are best for the client, not best for us.

You may be preparing for retirement. You may be trying to maximize your savings. You may be wondering if you’re going to have enough – or you may be making a decent income, but disappointed about what you have left at year-end.

If this sounds like you, we’re here to help.  We’ve been doing it for more than 40 years – helping our clients get greater control of their money, and a stronger sense of direction and confidence.

Life is full of decisions

Thinking about making a major financial decision? Debating whether to lease or buy, for example?  Comparing insurance products to protect your assets?  Call us.  We’re going to help you see your money differently.

Personal and family:
comprehensive financial planning

  • Retirement planning
  • Investment strategy and solutions
  • Portfolio management
  • Private equity
  • Insurance: life and living benefits
  • Tax and estate planning
  • Critical illness and disability insurance