Our Services

PROVIDING INNOVATIVE SOLUTIONSPreparing for your future needs and those of the people you care about most is no easy task. It involves setting realistic short- and long-term goals, achieving a balance between risk and return, building a diversified portfolio...and being ready for the unexpected. In many cases, it requires the assistance of a qualified professional dedicated to helping individuals work towards their future financial needs. We can provide you with an in-depth analysis of your financial situation. We are ready to work with you to design a strategy that is right for you...providing innovative solutions that help you meet your future financial needs. FINANCIAL PLANNINGYou may want to provide for a secure retirement, accumulate funds for children's education, minimize income and estate taxes or protection against inflation. Whatever your financial goals, we can work with you to develop a personal financial plan that addresses all your needs. RETIREMENT PLANNINGPeople are living longer than ever before. Accumulating the income necessary to sustain you through an extended retirement requires keeping track of the complex, ever-changing tax and pension laws. We are qualified professionals dedicated to the retirement plan market and can help you set up the right plan to suit your personal and business needs, including IRA's, 401(k)s, 403(b)s, SEPs,SIMPLEs and Pension Plans. BUSINESS PLANNINGBuilding your business takes a lot of hard work. Protecting what you built takes careful needs analysis and advance planning. Whether it's executive bonus, deferred compensation, split dollar, buy-sell, key employee or employee benefits programs, we can help you tailor a strategy that's right for you, your business and your employees. ESTATE PRESERVATIONDid you know many people die leaving the government the largest heir to their estates? In some cases, as much as 60% or more of your assets could be paid to the IRS after your death, and that doesn't include probate fees, inheritance taxes, and other settlement expenses. There is a risk of not planning for the future. Advance planning can help you work towards your goal of passing on your estate to the heir of your choice. We are ready to work with you, your attorney, and your team of advisors to design a plan to potentially secure your estate. INSURANCE PROTECTIONAn untimely illness, disability, or death can be financially devastating. One of the first steps in any financial plan is to build a safety net for unexpected life events. Whether it's annuities, life insurance, individual disability insurance, long-term care insurance, we can help you find the protection product that best fits your needs. INVESTMENT PRODUCTSThe "perfect" investment would provide good tax savings, absolute safety, complete liquidity, a hedge against inflation, and a high rate of return. Unfortunately, there is no "perfect" investment. Choosing an investment means choosing the level of risk you're most comfortable with to seek your objectives. Through our Broker/Dealer ING Financial Partners, Inc., we have access to a full line of financial products from across the industry, including nationally known mutual funds and variable annuities as well as stocks and bonds. We can help you allocate your assets wisely and build a well-diversified portfolio. PLANNING FOR THE FUTUREWhether saving for retirement, college education, or long-term security, we can assist you in helping seek your retirement dreams come true.