Our Services
Financial Planning · Investment Management · Tax Planning
We specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Investment Management
Stocks, Bonds, mutual funds & ETFs Separately Managed Accounts Periodic Portfolio Reviews Investment Policy Statement (IPS) Employer-Sponsored Retirement Plans
Financial Planning
Retirement Income Planning 401(k) & Pension Analysis Account Aggregation Services College Education Funding
Risk Management
Insurance Needs Analysis & Review Life Insurance Long-term Care Insurance Disability Insurance Medicare & Healthcare Planning
Tax Planning Strategies
Partnership with tax professionals Required Minimum Distributions (RMDs) Capital Gain/Loss Information Charitable Gift Planning
Estate Planning Strategies
Partnership with estate attorneys Trust Account Management Wealth Transfer Strategies Multi-generational Strategies
Budget & Debt Analysis
Retirement Budget Planning Mortgage Reviews Cash Flow Analysis Debt Consolidation