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Services

How We Serve

How We Serve

Our firm specializes 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 Advice

  • Creating investment portfolios
  • Investment recommendations in 401k and other retirement plans
  • Monitoring Investment portfolios – regular and consistent review of holdings and performance
  • Suitability and Risk Analysis

Financial Planning

  • Budgets – creating and updating cash flow budgets 
  • Projections – estimating future income and expense needs
  • Credit – managing/modeling the consequences of debt
  • Student Loans – minimizing payments; forgiveness options
  • Risk Analysis – assessing need for insurance

Investment Management

  •  Assessing Financial goals; risk tolerance and needs
  • Creating personalized investment portfolios with on-going portfolio monitoring
  • Quarterly Reviews of Goals; Risk and Performance
  • Implementing Risk Management with Insurance products

Estate & Family Planning

  • Assessing needs for Wills; Trusts; and Legacy Planning
  • Creating a plan to ensure Estate Documents are executed and in place
  • Review and Assessment of existing Estate Documents

Charitable &
Special Needs Planning

  • Guidance on financial considerations of charitable giving
  • Guidance on providing for special needs children and adults

Education

  • Customized Financial Education classes for small groups on various financial topics

Connect With Us

Contact us to to talk about your financial goals.

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