Our Services
Financial and Investment Guidance
- Provide education on the Money Cycle, Pyramid of Risk and Sequence of Return Risk
- Create a personal Bucket Plan®
- College funding strategies
Retirement Planning
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Retirement Fund Accumulation, Preservation and Distribution Planning
- Retirement Plan Transfer and Rollover Consultation (401k, 403b, Traditional IRA, Roth, SEP – IRA)
Investment Strategies
- Advised Portfolio Management
- Active Manager Mutual Fund Strategies
- Evidence Based Mutual Fund Strategies
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. Planning fees may be an agreed upon flat fee or hourly rate.