Your Goals
We are a fee-based advisory firm specializing in retirement planning and asset management. Financial planning services are available on a consulting basis. We also provide estate planning, tax planning and other financial guidance and support services through our strategic alliances, i.e., CPAs and estate planning attorneys.
Our clients include local business owners, professionals, individuals and families. If you are a busy professional we can help you with your, Individual Retirement Account (IRA), pension or profit sharing plan. If you are a business owner, we can help to create implement and service your employee 401(k) plan. The firms team members provide analysis and ongoing management service to help potentially increase retirement plans’ investment returns using specific risk management strategies. (See Retirement Planning)
Methods of compensation can be made through one---or a combination---of the following methods: fees for advisory services and/or commissions from the sale of investments. The method of compensation will be discussed during the initial consultation prior to offering any services.
Choose from one of the following goals to learn more:
Know the statement that you may only need 60 to 80 percent of your working income to comfortably retire? Did you also know this statement may also be a myth and may no longer be accurate? Many retirees are discovering that having a comfortable lifestyle requires a lot more pre-planning than it did to acquire their assets.
The professional management of investments such as stocks, bonds, and other appropriate alternative investments, is one of our areas of specialization.
Retiring or changing jobs, expecting an inheritance or having to make critical decisions regarding a rollover of retirement funds can be overwhelming. We provide advice and guidance tailored to your needs, as well as those concerning college funding, debt eliminations and of course, retirement planning.