Our Services Wealth management means a lot of different things to different people. In our day-to-day practice we serve a broad range of clients whose needs range from straightforward to highly sophisticated. Special Needs Planning Special needs financial services, generally, are programs that support clients with disabilities and their families. Tax-Advantaged Investing Seeking to help reduce your tax liability and let more of your money work for you. Investment Portfolio Analysis Initial and ongoing analysis to ensure proper investment selection and diversification Retirement Planning Design a roadmap and investment strategy to help you address all your retirement goals. Benefit Planning To preserve existing and/or coordinate potential benefits Estate Planning To preserve wealth from one generation to the next. Insurance Providing financial protection for you, your loved ones and/or your business – encompassing life and long-term care insurance.