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Our Services

We provide three valuable services for our clients - Financial Planning, Investment Management, and Risk Management. By addressing all three areas with our clients our team is able to define investment objectives, implement a personalized plan to address those objectives, and help preserve accumulated assets during retirement years.

Financial Planning

Financial Planning

  • e-Money: A personal website that consolidates assets, investments, savings, and benefit plans in one place. Used to project various financial planning scenarios to help quantify decisions. 
  • Life Transitions: Marriage, Divorce, Children, Job Change, Death
  • Gifting
  • Social Security and Medicare Planning
  • Retirement Planning Projections
  • College Savings
  • Debt Management: Mortgage, Credit Cards, Loans
  • Employer Benefits: Stock Options, In-Service Distributions, Pension, Deferred Comp
  • Estate Planning: Beneficiary Review, Charitable Giving
  • Tax Strategies
  • Business Planning
Investment Management

Investment Management

  • Professionally Managed Accounts  
  • Tax-Advantaged Investments
  • Company Retirement Plans: Simple IRA, SEP IRA, 401K
  • Risk Assessment
  • 401K Allocation Review
  • 529 College Savings Plans
  • Mutual Funds and Exchange Traded Funds  
  • Annuities: Variable, Equity Index, Variable Index, Fixed
  • Market Commentary and Research  
Risk Management

Risk Management

  • Life Insurance: Term, Whole Life, Variable Life - Needs Assessment/Review
  • Long-Term Care Planning
  • Healthcare Cost Analysis
  • Estate Planning Discussion
  • Special Needs Planning
  • Concentrated Stock