Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.

Our purpose is to provide a more efficient and cost effective approach to building wealth.  We use a macro-financial process called LEAP that focuses on your total financial picture.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: 


  • Asset Protection and Insurance Planning
    • Life, disability and long-term care insurance
    • Insurance needs analysis and planning
    • Policy review and audit
    • Risk assessment and management
  • Business Planning
    • Employer-sponsored retirement plans
    • Business succession planning
    • Insurance for buy/sell agreements
  •  Estate Preservation and Planning
    • Wills, trusts and estate tax minimization
    • Multi-generational planning
    • Planning for children with special needs
  •  Retirement Planning
    • Investment assessment, management and monitoring*
    • 401(k) investment planning*
    • Retirement income planning
    • Pension & qualified plan distributions
  •  Wealth Management*
    • College planning and 529 plans
    • Tax minimization strategies
    • Independent investment analysis
  • Income Tax Planning+




+Offered through Connolly, Steele & Company, PC