We offer a comprehensive array of financial planning and investment management services including:
- 401(k), IRA and other plans
- Income taxes
- Insurance needs analysis
- Cash flow analysis and budgeting
- Estate planning
- Business succession
- Customized solutions based on your financial concerns
- Customized portfolio construction
- Investment analysis and recommendations
- Risk management
- Asset allocation
- Quarterly portfolio reviews
We work as a team with other professionals
We are in the business of providing advice and recommendations. Should you need related services such as preparation of legal documents or tax returns, we will work with the providers of your choice. Or, if you need a referral, we will help you find providers. We do not receive referral fees.
We do not have custody of our clients’ assets. They are always held at brokerage firms, banks or other qualified custodians.