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Our Services

Individual Planning

We lead with strategies, not products. This is the foundation of our investment management philosophy. As your financial stewards, our goal is simple: to help you grow and preserve your assets. Our advisors build comprehensive, tax-advantaged and customized strategies that take everything into consideration, including your unique risk tolerance, your family and employment situations, and more. Through customized investment management and detailed financial planning, our advisors create coordinated wealth management plans structured around your individual needs and desires. Our products and services include:

  • Financial Planning
  • Education Planning
  • Mutual Fund
  • IRAs
  • Roth IRAs
  • Rollovers
  • Managed Accounts
  • Stocks
  • Bonds
  • ETFs
  • Annuities - Fixed Annuities, Variable Annuities, Fixed Index Annuities
  • Life Insurance - Term, IUL, Whole Life, Variable Life, Universal Life
  • Disability Insurance - Short-Term and Long-Term 

Business Protection and Retirement Planning

To help promote and protect your company’s future, our advisors will build strategies tailored to your firm’s values and objectives. However big or small your company may be, our customized strategies are designed to empower you and your team to take charge of your financial future. Our products and services include:

  • Business Continuation Planning
  • Exit Strategies
  • Cross-Purchase Buy-Sell Agreement Funding
  • Entity Purchase Buy-Sell Agreement Funding
  • Key Person Planning
  • 401k Plans
  • SEP IRAs
  • SIMPLE IRAs

Legacy Planning

Truly comprehensive planning incorporates retirement and the transferring of wealth. At CUI, we offer custom strategies that establish a financial tradition across generations. Our strategies incorporate your family’s most cherished values and build strategies that carefully adhere to them, upholding and protecting your legacy. As we promote your continued success, we will work closely with your tax and legal professionals to help ensure all aspects of your financial plan work in unison. When your needs evolve and circumstances change, our plans will adapt with ease. Our products and services include:

  • Special Needs Trust Life Insurance
  • Survivorship Life Insurance
  • ILIT Life Insurance


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