Our Services

Our Financial Planning services include comprehensive wealth planning as well as single topic consultations:

• Tax Planning and tax minimization strategies
• College Funding techniques, including selection of 529 plans, Coverdell Education Savings Accounts, and UTMAs
• Retirement Planning and Income Projections, including selection of IRA, Roth IRA, SEP and SIMPLE IRAs, 401(k), 403(b), 457, and Defined Benefit Pension plans
• Cash Flow and spending plans
• Evaluating the right kind and amount of personal and group insurance, including health, life, disability, and long-term care
• Reducing debt
• Estate planning
• Charitable giving plans

Our Investment Management Services include:

• Personal Risk Tolerance assessment
• Investment choices, including stocks, bonds, mutual funds, ETFs, annuities and managed accounts
• Portfolio Allocation Models
• Discretionary Management using both strategic and tactical approaches