Our Services

Financial and Investment Guidance

Prepare one page financial picture of all assets, liabilities and income
Analyze What You Want versus What You Have - what does it mean?
Determine risk tolerance and time horizon
Create strategies and plan to meet your financial goals

Retirement Planning

What is the probability that you will run out of money in retirement?
Discuss goals and strategies for retirement fund accumulation, preservation and distribution
Consultation regarding retirement plan funding, transfer or rollover (e.g. 401K, 403b, traditional IRA, ROTH IRA, SEP-IRA)

Investment Strategies

Advised portfolio oversight and managment
Active manager and passive fund mutual funds and exchange traded funds (ETFs)
Individual stock sleeve for high net worth portfolios

Insurance Services

Needs Analysis
Life Insurance
Disability Income Insurance
Long Term Care Solutions
Plans that work with Medicare
Individual and Family Health Insurance Options

Building and Protecting Your Legacy

Surviving Spouse Income Strategies
Estate Planning
Charitable Giving Strategies

How We Work

Advisory fees are based on a percentage of assets under management.
Specific project planning fees on an hourly rate basis
A commission-based product where applicable