What Are Your Goals?
The Right Choices for Your Future
- Financial Planning
- Retirement Planning
- Investment Management
- Small Business Planning
- 401(k) Consultations
- College Planning
- Social Security Planning and Optimization
- Defined Benefit Pension Plan
- Asset Allocation Strategies
- Tax Advantaged Investments
- Mutual Funds, ETFs, Stocks
- U.S. Government, Municipal & Corporate Bonds
- IRA, ROTH IRA, SEP, SIMPLE, 401(k), 403(b)
- Account Aggregation
Combined Financial Planning & Investment Management
- All the topics for the Complete Financial Plan
- Implementation and ongoing monitoring of recommended investment changes
- Regular meetings to review goals and update strategies in response to changes in the economy and the Client’s personal circumstances
- Written quarterly reports detailing investment holdings, and portfolio performance relative to the Client’s goals and relevant indexes
- Internet access for Clients to view their financial information
- The Financial Planning and Investment Management Service represents ongoing and comprehensive service for quarterly percentage of assets under management