Protecting all that is yours

One of the risks we all face, regardless of age, is the potential for sudden illness, or disability and the possible need for long-term care. All of these have far-reaching effects not just on your health, but on your way of life, your ability to earn income and on your overall finances.

We help prepare you and your family for the unexpected by ensuring you have the right types and amounts of insurance, including disability insurance to provide income if you are unable to work.

The goal of every retirement plan is much the same, to ensure that your money lasts as long as you do, ideally much longer. With the right risk-management approach, and diligent management of your investments, we help mitigate the risk to your retirement savings by minimizing exposure to market uncertainties and tempering the effects of inflation on your portfolio.

Over many years of working with our clients, we have seen firsthand the importance of taking the necessary steps to protect your legacy for the generations to come. We work with your tax and legal professionals to create or update your estate plan documents, such as your will, trusts and powers of attorney, and verify your beneficiary designations are up to date on everything from your retirement accounts to your insurance policies.

We also offer a full array of trust structures, including charitable-giving tools that may feature tax advantages. Whether your goal is to minimize estate taxes, help ensure you have the funds you need down the road, provide for a loved one or spell out exactly how you want your wishes to be carried out, we can help.