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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

  • 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.