14 Inn Street
We provide a full array of comprehensive personal and business financial services. Feel free to contact us for a complimentary initial consultation or brief introductory conversation to determine how we might collaborate with you toward achieving your financial goals, which may include accumulation, protection and distribution.
We begin by getting a clear understanding of your overall financial goals and your goals for each investment account. We discuss your investment preferences and concerns, your attitudes toward risk and your time frame for the assets in each account. To implement your various investment strategies, we'll work with you to build appropriately diversified portfolios, with access to the following:
We discuss with you your general attitudes toward risk, underline various risks and review the numerous options to manage and / or mitigate these forms of risk. We will perform a full policy and beneficiary review, as well as the review of trusts that may own certain policies. We can offer access to the following solutions:
We provide a consultative review of all your employee benefits, looking to ensure that any benefits offered are fulfilling their intended purpose and are the most cost-effective available. We can propose solutions in the following areas:
One financial goal that most parents share is a college education for their children. With college costs increasing at a faster rate than general inflation, saving for college can be a daunting task. You can, however, pursue this important financial goal by establishing a college fund and taking action today.
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters. Some insurance products offered by unaffiliated insurers.