Our Services 

Comprehensive Wealth Management

Our comprehensive wealth management services include:

  • Estate planning strategies
  • Retirement planning strategies
  • Life insurance analysis
  • Long-term care and disability insurance
  • Social Security planning
  • Income planning and distribution management
  • Required minimum distribution (RMD) management

College and Higher Education Planining

We also offer college and higher education planning services, which include:

  • College funding analysis
  • Consultation on different investment accounts – 529 plans, Coverdell Education Savings Accounts, and UGMA/UTMA accounts 

Cash Management Services

Our cash management services include:

  • Check writing
  • Online/mobile access to accounts
  • Mobile deposits
  • E-statements and confirmations
  • Visa® Debit Card – debit management/lending options
  • Online bill payment services
  • Stifel online access
  • Pledged asset loans

Employer-Sponsored Plans

We incorporate employer-sponsored plans by offering:

  • Complimentary investment analysis
  • Asset allocation monitoring
  • Administration of 401(k), 403(b), 457, profit sharing, and small business retirement plans

Asset allocation and diversification do not ensure a profit or guarantee future results.