Commanding a wealth of experience and knowledge, Elizabeth brings care and diligence into every interaction. She is an award-winning* financial planner who treats every client's situation as unique.
- Fee-based planning
- Goal setting and prioritization
- Financial Needs analysis
- Strategy development
- Risk Management Analysis
- Retirement income strategies
- Qualified plan distribution strategies
- SEP, Simple, and IRA's
- 401(k) and ERISA plans
- Allocation strategies
- Institutional investment
- Stocks, bonds, mutual funds
- Alternative investments
- Advisory accounts
- Strategies for entrepreneurs and professionals
- Key employee planning
- Executive bonus structure
- Succession strategies
- Group insurance and retirement plan
- Life insurance
- Long-term care
Estate Planning Strategies**
Is retirement in your distant future? Are you just starting to build your wealth and assets? You're in what we call the Accumulation Phase.
Are you nearing retirement? Do you want to protect your assets and make sure the transition is smooth? You're in the Preservation Phase.
Already retired or retiring soon? You're likely wondering how to get the most from your hard-earned wealth? You're in or nearing the Distribution Phase.
With 18 years of experience in the industry and an abundance of education backing her, Elizabeth brings a wealth of knowledge into every interaction. Her recommendations come not only from experience, but from a passion for helping her clients. She puts time and care into every plan, tailoring it to each individual.
Having worked in client services for a broad spectrum of industries, Jen is a detail-oriented assistant who doesn't let things slip through the cracks. The financial industry is full of forms and procedures that must be met with precision. With Jen on our team, you can rest assured knowing things behind the scenes are being handled correctly.
The team's resident millennial, Dayton focuses on the systems and processes that help the client journey flow. Connecting and implementing various workflows on our end ensures that — in addition to a tailored plan with solid back-end support — you have a seamless and well-rounded client experience.