Our Financial Planning Services

A couple retirement planning

Retirement Planning

Our Retirement Planning process is designed to help individuals or couples at or near retirement.

The Retirement Planning process is designed to give you a clear picture, perhaps for the first time, of where you stand financially. 

Investment Planning

In order to meet your financial goals, the need for a well-diversified and professionally managed Investment Plan is critical.

Our process will take you through the several steps to make sure your investment plan is the right one for you.

A couple financial planning

Financial Planning

Financial planning is not a product, but a process of providing advice and assistance to help clients achieve their financial goals. And because each client is unique, there can be no cookie cutter approach.

Social Security Planning

We’ve been brainwashed into thinking Social Security isn’t going to be there for the long term, so many couples ignore it when it comes to their retirement planning. Their attitude is “Don’t count on it because it may not be there.”

With so much at stake, when and how to elect Social Security may be the most important decision middle income couples make in retirement.

Estate Planning Services

Our clients appreciate the fact that all of their personal finance and legal affairs can be coordinated and handled by professionals at the same location. We are pleased to offer our clients legal assistance right here in our offices.


Employer-Sponsored Plans

Through Certified Benefits Corp, we design and manage retirement plans for corporations, not-for-profits, and government entities. CBC offers a distinctive combination of an SEC-Registered Investment Advisor and a state-of-the-art Third Party Administrator/Recordkeeper. Together, this creates The Certified Difference!®.

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