Our Company  
 
The Estate & Business Planning Group’s mission is to provide professional financial advice and build strong, lasting relationships based on performance, quality and integrity. Our clientele includes individuals interested in beginning the financial planning process, retired individuals seeking guidance in their planning, business owners and professionals concerned about preserving a lifetime of work, and state and federal employees who are looking for cutting edge strategies as they approach retirement. Our goal is to serve our clients' need for protection, asset accumulation and preservation of wealth over the course of a long-term relationship with our company.  
 
The Estate & Business Planning Group builds on the tradition to provide objective financial advice and guidance, together with quality products and service. Our highly trained financial consultants offer innovative strategies for today's most advanced estate and business succession planning challenges. As financial services professionals, we have dedicated ourselves to helping individuals find contemporary solutions for managing and preserving their assets. Planning for financial well-being presents both challenges and opportunities. Now more than ever, it takes patience, diligence, and an understanding of the financial markets to be successful. From a thorough net-worth analysis of your present situation, to a realistic tax strategy for the future, we can offer solid direction and guidance every step of the way to help achieve a successful financial plan for building and protecting wealth.  
 
Areas of Planning Specialty  
 

• Financial Planning  
  
• Estate Planning  
  
• Asset Management  
  
• Business Succession Planning  
  
• Life Insurance  
  
• Pension Plans  
  
• Charitable Giving  
  
• Mutual Funds  
  
• Long Term Care Planning  
  
• Annuities  
  
• 401 (k) Plans / IRA’s  
  
• Planning for Religious Professionals  
   
  We can help you with Family and Business Split-Dollar, Family Foundations, Buy-Sell Arrangements, IRA, 401(k), 403(b), SEP, SAR-SEP, SIMPLE, Keogh, TSA, Deferred Compensation, Lump-Sum and other forms of Retirement Planning and Portfolio Management, Charity & Foundation Planning.  
   
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