Our Services
We serve individuals and businesses in the following areas of financial management, including:
- Retirement planning (Rollover 403(b) and/or 401(k) consultations) – making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
- Risk Management – reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
- Education funding (529 College Plan) – recommending investment and accumulation strategies to help you pay for your children’s education.
- Investment Planning – determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and possibly exceed your goals.