US Government Securities

In today’s uncertain investment environment, U.S. Treasuries Securities offer a safe, secure, government-guaranteed option for investors worried about the impact of the recent economic downturn on their savings.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.  Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.  Many of the institutions of art, sciences and education are supporte

 

Education Planning

Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education.

 

Retirement Savings Accounts

When you are young and just starting a professional life, retirement might be the last thing on your mind. However, if you ask any retired person, or someone entering retirement, what advice they would give you about planning for that day, chances are they’ll say: Start as soon as you can!

 

Annuities

Not everyone of us is equally prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income.

 

Health Insurance Planning

If you and your family are covered by a comprehensive employer-sponsored health care plan, then you are probably one of just a few lucky Americans around today!

 

Life Insurance Planning

A popular misconception about life insurance planning, is that it’s something to do with ensuring others (your policy beneficiaries) enjoy the fruits of your insurance once you’ve passed.

 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal.

 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.

 

Divorce Planning

Relationships, like marriages or common-law spousal arrangements, are initiated with the best of intentions in mind and heart. However, the every-day stresses of life, and the toll that family-life can take on some unions, often leads to a rethinking of those original intentions.

 

Employee Benefits

There is a direct link between business success and employee benefits. Some of the most successful businesses are those with satisfied employees.

 

Women in Transition

From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize.