Our Services
Financial resources are the tools to build the life you want to live.
Big Picture Financial Planning
Understand your goals, needs, and concerns
Organize your current accounts and documents in order to determine where you are now
Determine and discuss advantages and disadvantages of different paths to get you from where you are now to your life goals
Implement the plan
Provide guidance in order to help you stay on track and stick to the plan
Update as goals, needs, economic environment, and financial situation changes
Retirement Planning
Setup, Implementation, and Management
Accumulation and Distribution Planning
Individual Plans: Traditional IRAs & Roth IRAs
Small business retirement plan advising (401k, Profit Sharing, Solo 401k, SIMPLE IRA, SEP IRA, 403(b), and more)
High Contribution Pension Plan Advising (Defined Benefit, Cash Balance Plan)
Tax Considerations and Benefits of Retirement Savings
Social Security Planning
Medicare Planning
Planning for the Unexpected
Emergency Funding
Life Insurance
Long-Term Care
Disability Insurance
Planning for Loved Ones. Organization of:
Legal Documents
Beneficiary Review
Living Trusts
Wills
End of Life Issues
Tools & Techniques for All of the Planning
Low-cost passive and active mutual funds & ETFs
Asset allocation
Systematic rebalancing
Tax-loss harvesting
Risk-tolerance driven models
Other Services
Professional Collaboration with your Accountants, CPAs, and Team
Education Planning
Debt Management
Corporate Benefits