We act: as fiduciaries. We build: personalized financial solutions. We care: about our clients' goals first. We develop: lasting relationships with clients. Financial Planning Services Offered: ☐ Financial and personal goal setting ☐ Income management assistance ☐ Financial independence analysis and recommendations ☐ Estate plan evaluation and recommendations ☐ Life insurance review and needs analysis ☐ Disability insurance review and needs analysis ☐ Long-Term Care insurance review and needs analysis ☐ Auto, homeowners’ and liability insurance review ☐ Company plan investment analysis and recommendations ☐ Benefits selection assistance ☐ Retirement plan set-up ☐ College funding analysis and plan recommendations ☐ Real estate issues ☐ Social Security strategies Investment Management Services Offered: ☐ Analysis of liquidity, investment diversification and asset allocation ☐ Analyses of individual existing investments: hold or sell ☐ Initial asset allocation: general recommendations ☐ Recommendation of specific new investments ☐ Ongoing monitoring of assets and ongoing asset allocation