Portfolio of Services Investment and Retirement Planning* We will review your portfolio to help assure that your assets are allocated properly to match your risk tolerance and long-term goals. Managing risk is of primary concern to ensure that your money will live as long as you do. Insurance and Estate Planning We will review your existing insurance contracts (ex. Life, Annuity, Disability & Long Term Care) and compare them with newer alternatives that may offer more value. If necessary, we will work with you and local estate tax attorneys to assure your wealth is passed on in the most tax-efficient manner.