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Comprehensive Financial Planning

We help you find financial peace to feel confident about your finances. This ultimately helps you focus on the things that are most important in  your life such as your family and friends. We offer three (3) distinct comprehensive financial planning programs aimed at meeting your needs and based on where you are in your financial life. Below is a summary of the services we offer:

  • Cash Flow & Debt Management
  • Education Planning
  • Wealth Management
  • Retirement Planning
  • Employee Benefits
  • Insurance & Risk Management
  • Estate Planning
  • Tax Planning

 

 

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 Wealth Management

Our wealth management services help you address the complexities of today’s marketplace with professional guidance and a disciplined process. Together, we discuss your investment objectives, time horizon, and risk tolerance to design your asset allocation. We use modeled portfolios with low cost exchanged traded funds (ETFs) to help support your long term growth. We review and rebalance your portfolio periodically to maintain your target allocation and investment strategy. We charge ZERO commissions on the investment funds that we use in your portfolio as we are a FEE-ONLY firm. we can help you establish the following accounts:

  • Individual Taxable
  • Joint Taxable 
  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • Trust 

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Small Business Solutions

For small businesses, we offer retirement and tax planning services. Our retirement planning services include pre and post retirement strategies to ensure that you and your employees  can enjoy a steady stream of income during your retirement years. Our tax planning services includes a review of your tax situation to provide you with strategies that will help minimize your current and future income taxes and grow your wealth. We work with your accountant and other professionals to help implement our recommendations. 

 

 

 

 

 

  

 

  

 

 

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