What Are Your Goals?
Services Available Exclusively by Referral
We maintain a small, select client base so we can deliver truly personalized fiduciary service with direct principal access. New relationships begin exclusively through trusted referrals from existing clients.
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