These areas include, among others, asset allocation and investment planning; risk management and insurance; college funding options; employee benefit plans and individual health care; tax planning and minimization strategies; estate planning; retirement planning including Social Security benefit claiming strategies; and health care options including Medicare. Through ongoing professional, personal, and proactive advisory relationships with our clients, our Associates act as the primary resource to provide clients with advice, services, and products that will help enable each to create, grow, organize, and protect their wealth.