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Our Services

Financial Services

  • Investment Account Management
  • Estate Planning
  • Retirement Planning
  • Investment Review
  • Personal/Investment Risk Analysis
  • Tax Services-See below

Investment Account Management

Whatever the amount of your investable assets we stand ready to develop an investment plan that suits you specific needs. We start with a detailed interview and rigorous personal risk analysis to make sure that the investment strategy we develop will give you the greatest chance for personal financial success. We offer fully managed fee based accounts with a wide array of investment vehicles aimed to meet your financial goals.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can help your legal professionals to guide you through the complex process of getting your financial affairs in order. We can also manage the estate assets prior to distribution and help the beneficiaries make wise investment choices.

Asset and Tax Management

With our time-tested expertise in financial services, our professionals are in a unique position to offer sound investment advice and tax planning across a wide spectrum of situations.

Investment Review

We will gladly review existing accounts to assure that they are invested to meet your goals. We can also help you rebalance your active 401K accounts and help you better understand the available choices.


Retirement Planning

We can help you understand the differences and choose the right retirement plan for you from the many choices available (IRA, ROTH IRA, SEP or 401K). If you are already retired, we will help you implement a plan and periodically review it, striving to ensure your financial independence throughout your retirement.

Start your free risk analysis here

Personal Risk Analysis

Do your financial choices and decisions reflect your actual tolerance for risk? Have you ever considered how your personal risk tolerance affects your financial success and well-being? Using a very dynamic analysis tool, we can help you identify and quantify your personal risk tolerance and then determine how it aligns with your financial choices and decisions.

Tax Services

Tax preparation for all types of returns and in-depth tax planning is available through our affiliate, J. Murphy, P.A.