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Our Products & Services

We serve individuals in all areas of Financial planning, including:

  • Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Managing assets before and during retirement.
  • Tax management - Help making sure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists.
  • Estate planning - Working with our estate-planning and trust specialists to review your wills and trusts, help preserving your estate for your intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
  • Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.
  • Risk management - Reviewing your specific situation for potential insurance needs.

Through his affiliation with H.D. Vest Investment ServicesSM, our Principal Ville Uusimaki offers a full array of services to businesses and their owners. These services include, but are not limited to:

  • Retirement Plan Consulting
  • Employee Education
  • Corporate 529 Plans
  • Non-Qualified Plans
  • Business Continuity/Succession Plans

Because of our independence, we are able to work with a wide variety of nationally known and locally oriented vendors.  We align ourselves with our clients, searching the universe of vendors to find those that best meet our clients' specific needs and objectives.