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