Our Services

We serve individuals and businesses in all areas of financial services, including:

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement with careful consideration to inflation and life expectancy.

  1. Analyze Desired Retirement Lifestyle
  2. Project Retirement Income Needs and Planning
  3. Quantify Necessary Rate of Return
  4. Independent Objective Asset Allocation Review
  5. Apply Modern Portfolio Theory with Efficient Frontier
  6. Minimize Portfolio Risk
  7. Develop Cash Flow/Net Worth Statement
  8. Social Security Income Maximization
  9. Roth IRA Conversion Viability Studies

Insurance Planning

Analyzing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

  1. Life Insurance
  2. Long-Term Care Planning
  3. Disability Insurance

Education Funding

Recommending investment and tax efficient accumulation strategies to help you pay for your children's education.

Investment Planning and Tax-Sensitive Strategies

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

Employee and Executive Benefits

Helping business owners attract and retain qualified employees through benefit packages as well as sole proprietors looking to maximize savings through their business.

  1. ESOP's
  2. Employer-Sponsored Plans (i.e. 401K's, Safe-Harbor, Simple IRA's Etc)
  3. Buy-Sell Agreements – including cross-purchase and entity purchase agreements
  4. Partnership/LLC buy-sell agreements
  5. Deferred Compensation Plans
  6. Key-Person Plans

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