Our services

Your business and personal financial needs may be closely intertwined. Jeff can help you develop and execute an integrated approach designed to meet both your personal and business financial objectives.

Available strategies to meet your personal needs include:

• Individual Risk Management
• Financial Strategies
• Investments and Retirement Funding
• Estate Conservation and Wealth Preservation

Available Business Planning Services include:

• Employee Benefit Plans, Pension, and 401(k) Implementation
  
• Business Succession Planning
  
• Employee Financial Planning and Seminars
  
• Executive Benefit and Deferred Compensation Plans

Jeff has at his disposal a team of specialists to provide his clients with the most accurate and timely strategies available in the industry today. Jeff collaborates with them to design a comprehensive plan to meet your financial goals. To view Jeff’s biography as well as those of his associates, please go to the associate’s link at the top of this page.

Jeff’s commitment to you is demonstrated by his dedication to his clients, his community, and his profession. Because you have a lifetime of financial goals and objectives, Jeff concentrates on building long-term relationships. You can count on Jeff to be there to help you deal with the inevitable changes that are part of life and to make sure that you stay on track to meet your objectives.