Products & Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. 

When developing a customized financial plan, we will walk you through a step by step process reinforcing confidence in your decisions.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.  Once your goals have been established, appropriate strategies are customized to suit your vision and objectives.  We can help you execute a sound financial program and as a client, you will enjoy the following specialized services:

  • Wealth Planning & Investment Services
  • Retirement Income & Distribution Planning
  • Family Wealth Planning
  • Tax Reduction Planning
  • Educational Events & Communication
  • Personalized Attention

Wealth Planning & Investment Services

  • Development of a personalized portfolio and continual monitoring of your investments
  • Frequent meetings to review and evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
  • Recommendations regarding allocations within your employer-provided retirement plans
  • Aggregation of all your accounts to simplify and reduce paperwork

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future to help you maintain a comfortable standard of living in retirement
  • Analysis and recommendations for ways to maximize your social security benefits
  • Recommendations regarding the most appropriate distribution strategy for your IRAs and employer retirement plans
  • Analysis of potential estate tax liabilities
  • Analysis of the beneficiary structure of your retirement plans
  • Review of possibilities of converting to a Roth IRA
  • Business owner exit planning

Family Wealth Planning

  • Analysis of your current estate plan and potential tax liabilities
  • Assistance transferring assets to your Living Trust and other trusts
  • Review of beneficiary designations and asset titling
  • Analysis of your insurance and long term care needs
  • Facilitation of a legacy session to educate the next generation
  • Guidance and advice in the event of the death of a loved one
  • Complimentary consultation with your attorney

Tax Reduction Planning

  • Tax reduction strategies including tax advantaged investments
  • Comprehensive review of your tax return to highlight opportunities to help reduce tax liabilities
  • Review of your tax situation to incorporate new tax law changes
  • Complimentary consultation with your tax preparer

Educational Events & Communication

  • Special reports on how to help reduce your taxes and other important topics
  • Newsletters to keep you apprised of the most current planning options
  • Educational symposiums
  • Client appreciation events
  • Client advocate events

Personalized Attention

  • Frequent reviews
  • One on one planning for your life events
  • Independent advice
  • Secure online access to your accounts and tools

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  480-590-3590