our services


High net-worth individuals face many complex questions about how to optimize their financial wealth and ensure the security of their families’ futures. Hillary is a trained professional who will help you identify your financial needs and goals, and then work with you to determine which financial and insurance products can best help you achieve them. In order to best serve the needs of her clients, Hillary is a member of The Nautilus Group®, a service of New York Life Insurance Company. It is a unique organization that provides a range of consultative services focused on complex estate, business, charitable, insurance and retirement strategies. Please refer to the list on the right for an overview of the services Hillary specializes in.

Estate and Legacy Planning

Business Succession and Exit Planning

Executive Benefits

Family Protection

Philanthropy

Wealth Management and Retirement Planning

Life Insurance

Annuities

Employee Benefits

Disability Income

Extended Care Needs

Policy Audit Services