Our Services
Introductory meetings are short, no-obligation meetings designed to meet each other, ask questions, and identify the core issues to be resolved.
Our financial planning work may cover many topics including, but not limited to: retirement planning strategies, investment advice, cash flow evaluation, college funding strategies, evaluation of existing or planned insurance, estate planning, establishment of short term and long term goals, and evaluation of workplace benefits.
Retirement & Investment Planning for Individuals & Families
- Comprehensive and personalized financial planning
- Traditional and Roth IRA’s
- Brokerage and Non-Qualified Accounts
- 401k Distribution Services
- Managed Accounts
- Variable, Fixed, and Indexed Annuities
- Budgeting
- Retirement capital sufficiency
- Charitable and family gifting strategies
- Cash flow scrutiny, including debt analysis, and spending strategies
- Coordination of planning with your outside attorney and accountant
Education Planning
- 529 College Savings Plans
- Educational Savings Accounts
- UGMAs/UTMAs
Plans for Small Businesses
- 401k Plans
- SIMPLE IRA
- SEP IRA
- Solo/Individual 401k Plans
- Employee Benefits Programs
Personal Insurance Solutions
- Life Insurance
- Long Term Care Insurance
- Disability Income Insurance
- Business Insurance (Buy-Sell, Key Person)
- Affordable Care Act health insurance plans (ACA)
- Short term health insurance plans (Broker ID#: 17005947)
