Wealth Management Services
We have the tools to work with you to build a better future. Mike Miller, Michael Euston and Rick Hurley have achieved Accredited Investment Fiduciary designations. Additionally, after completing the rigorous requirements set forth by the College for Financial Planning Mike Miller has attained the CRPC® Chartered Retirement Planning Counselor designation, Michael Euston has reached the AAMS® Accredited Asset Management Specialist designation and Rick Hurley has attained the CRPS® Chartered Retirement Plan Specialist as well as the AWMA® Accredited Wealth Management Advisor designations.
401(k) Fiduciary - Michael Euston, Mike Miller and Rick Hurley have obtained the AIF® (Accredited Investment Fiduciary) designation which allows them to work alongside business owners and plan administrators as 3(21) fiduciaries.
Retirement Planning – Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.
Tax Management – Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Estate Planning – We work with our estate planning and trust specialists in the LPL Financial* network, as well as your tax and legal advisors, to review your will and trusts, in order to preserve your estate for your intended heirs. Our team’s emphasis is to reduce potential exposure to estate taxes and probate costs.
Education Funding – Recommending investment and accumulation strategies to help you pay for your children’s or grandchildren’s education.
Risk Management – Reviewing existing insurance policies. Finding the best policy for your situation.
Investment Planning – Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you address OR pursue your goals.
Employee and Executive Benefits – Helping your business attract and retain qualified employees through benefit packages.