As some of the area’s most trusted wealth management professionals, we take pride in providing sound advice to help our clients achieve greater peace of mind. . 


Income Planning

With people living longer, outliving one’s savings has become a real fear for many retirees.

A significant loss in the years just prior to and/or just after retiring could negatively impact an individual’s income. Because assets may not have as much time to recover and, as a result, retirees have less to sustain them throughout retirement.

We help our clients design a retirement income strategy, which incorporates insurance and annuity vehicles to create opportunities for long-term growth as well as income.

Wealth Management

Making the right investments is only part of the battle. We help you define and plan for your personal goals. To ensure that we completely understand your financial aspirations, we will sit down with you for a fact-finding consultation.

We partner with our clients to help them manage their assets by building wealth through sustainable investments and balanced portfolios. By empowering clients with financial independence, we help them lead comfortable lifestyles without worrying about running out of money down the road.

Estate Planning

You’ve worked hard to provide a comfortable lifestyle for your family and loved ones, and you want this protection to continue after you are gone. To achieve this protection, you’ll need an estate plan. Our in-house attorney, from The Law Offices of Joseph Pippen, P.A., can assist you with various legal matters — all under one roof.

Legal services include:

  • Willsand trusts
  • Power of attorney
  • Probate administration

Tax Planning

Rising taxes are a concern for many individuals approaching retirement. It’s important to incorporate tax planning into your financial decisions.

Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. However, very few financial vehicles avoid taxes altogether, but insurance products can allow you to defer paying them until retirement — when you may be in a lower tax bracket.

questions? we’re happy to answer them.