Services
Our Services include, Investment Management, Financial Planning, Risk Management, and Retirement Plan Advisors. By looking at the clients overall financial picture, we are able to build a personalized portfolio and financial plan that meets the needs and objectives of the client.
Investment Management
We build portfolios based on your objectives and risk tolerance. We use a variety of investment options and strategies that are tailored to your specific goals. In addition to our Wealth Management clients, we provide investment services to 401(k), 403b, SEP IRA, and I401(k) plans. Our investment strategy involves considering for risk, liquidity, taxes, and cash flow.
Financial Planning
-
Life transitions (Marriage, Death, Divorce, etc)
-
Financial Planning software: client portal, planning scenarios, "what if" analysis.
-
Gifting
-
Social Security and Medicare
-
Estate Planning
-
Employer Benefits: Stock options, RSUs, etc.
-
Tax Strategy
-
Business Planning
-
Retirement Planning
Risk Management
We provide a "gap" analysis to determine the life insurance needs of the client. We are able to offer/review insurance options such as;
​
-
Life Insurance- Term, Variable, Whole
-
Long-term care review
Retirement Plan Advisor
We act as retirement plan advisor for 401(k) and 403(b) plans. We provide;
​
-
Create our own model portfolios
-
Group and individual education
-
Trustee review meetings
-
Plan optimization strategies (plan design, match analysis)
-
Fiduciary support (QDIA, 3(38) Investment Advisor)
