Services
As a comprehensive, holistic planning firm we address key areas with all our clients to help them work towards their short and long-term financial goals. Our collaborative process helps us understand our clients' needs and implement a customized plan. We primarily focus on financial planning strategies for individuals, families and businesses that center around the following:
Investment Management
- 401k/Pension Rollovers
- Traditional and Roth IRA's
- Educational Savings Accounts
Retirement Planning
- Employer Sponsored Retirement Plan Options
- Identify Retirement Income Needs
- "Are we saving enough for our retirement goals?"
Risk Management & Insurance
- Portfolio Risk Analysis and Assessment
- Life Insurance Evaluation
- Identify Long term Care/Disability Income Needs
Estate Planning
- Charitable & Family Gifting Strategies
- Coordination of Planning with your Attorney and Accountant