Our Services

Financial Plans

  • Defining goals and expectations
  • Estimating Social Security and pension benefits
  • Assessing risk tolerance
  • Simulating goal-success probability
  • Analyzing retirement and investment portfolios

Investment Management

  • Individual retirement accounts
  • Taxable investment accounts
  • 529 education funding accounts
  • Accounts for minors
  • Trusts

Financial Consultations

  • Analyzing retirement plan investments
  • Evaluating employee stock purchase programs
  • Reviewing employee stock awards
  • Recommending tax-efficient investment strategies

Insurance

  • Life insurance needs analysis
  • Long-term care needs analysis

Small Business Solutions

  • SEP individual retirement accounts
  • SIMPLE individual retirement accounts

Our Service Plans

Advisory Accounts

This account type allows you to set the overall goals and guidelines of the account while giving your advisor trading discretion to try to meet those goals. The advisor is compensated through a percentage of assets under management. Financial planning and consulting are included at no additional cost.

Hourly Financial Advice

Our financial planning and consulting package may be a viable alternative to managing advisory or brokerage accounts. For an hourly fee, we can advise on any of the topics listed in our services.

Brokerage Accounts

This account type allows you to seek advice and trade execution assistance from an advisor while maintaining control of which trades take place. A commission is charged per trade so brokerage accounts are typically more suitable for long-term buy-and-hold strategies.