Through thoughtful guidance, we are committed to helping our clients make smart decisions about their money. We provide innovative solutions for our clients’ financial planning and wealth management needs using high quality investment products and world-class insurance services. Retirement Planning - Our approach to retirement planning is designed to help you get to—and through—retirement with a greater level of financial confidence, knowing you have a road map to pursue your goals. Education Funding- If one of your financial goals is to pay for a child’s education, the earlier you establish a college savings plan the better. Let us help you establish a plan for your child today. Estate Planning - Most people associate the phrase "estate planning" with having a will - a legal document that names your beneficiaries and spells out who gets what when you die. However, an estate plan encompasses so much more than just a will. Let us help you ensure your wishes are known, honored and carried out. Investments - Is your investment strategy aligned with your goals, time horizon and tolerance for risk? We’ll review your current investment plan, help you choose an asset allocation strategy that is suitable for you and build a custom portfolio tailored to your financial objectives. In addition, we will ensure your wishes are known, honored and carried out as efficiently as possibly through our comprehensive estate planning services. Business Planning - Whether you're thinking about launching a new business or planning to expand an existing one, our team can help you create, grow and protect your business's value. How do you recruit, retain and reward talented employees? A well-designed benefits package can give you a competitive advantage in the war for talent. Get the competitive advantage by leveraging our quality executive benefits plans. Investment advice offered through Integrated Partners, doing business as The Vedder Group, a registered investment advisor.
