Financial Planning Services

Offered on a fee-for-service basis.  

Retirement Plan 

A retirement plan is so much more than deciding where to invest your money.  Whether retirement is just around the corner or still a few decades a way, a retirement plan removes the haphazard way most people save and replaces it with actionable steps to achieve the retirement they desire.  You’ll receive a customized plan that helps answer the important questions such as:

  • Can we retire when we want?  If not, what will it take to get there?
  • Can our savings weather the next market crisis?
  • What is our optimal age for collecting Social Security?
  • How much risk should we be taking with our investments?
  • How will we ensure that we receive care on our terms in the even one or both of us require long-term care services?

College Savings Plan 

Whether you plan to pay for your loved ones’ college education in whole or in part, having a plan can increase your chances of reaching that goal.  

Portfolio Risk Analysis 

Taking on too much risk can cause investors to panic and make emotional decisions during times of market volatility.  But how much risk is too much?  Receive an analysis of the current level of risk in your portfolio or retirement account as well as recommendations to make sure you are properly diversified.

Click here to schedule an introductory consultation by phone, Zoom, or in the comfort of your home.

Asset Management Services

Not everyone has the time, interest, or knowledge to manage their own investments.  With asset management services, you receive a portfolio that is customized to meet your risk tolerance and financial goals.  Investments may include individual securities (Stock), Exchange Traded Funds (ETFs), and/or Mutual Funds.  Socially responsible investment options are available too.   

In addition, you will receive account monitoring, periodic reviews, and a retirement plan.  Fees for this service start at 1% of the assets under management and are deducted directly from your account.

Click here to schedule an introductory meeting by phone, Zoom, or in the comfort of your home.

Other Services

  • 401k and IRA Rollovers 
  • Wealth Accumulation Planning
  • Roth IRAs
  • Inherited IRAs
  • Annuity Review and Appraisal
  • Life Insurance.  Click Here For an Instant Quote.
  • Long-Term Care Insurance