Our Services

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

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:


Retirement Planning 



Seeking to make the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 



Tax Management 



Looking for ways to help potentially reduce your current and future tax burden. Referring you to qualified tax specialists.* 



Estate Planning 



Reviewing your wills and trusts. Seeking to help preserve your estate for your intended heirs. Helping with beneficiary designations. Managing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 



Risk Management 



Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the suitable policy for your situation. 



Education Funding 



Recommending investment and accumulation strategies in seeking to help you pay for your children's education. 



Investment Planning



Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue and manage your goals. 



Employee and Executive Benefits 



Helping your business attract and retain qualified employees through benefit packages.


*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax services. These entities and their services are not affiliated with LPL Financial and Shuper Wealth Management & Private Clients Group.