Our Services                       

 

We educate. We coordinate. You relax.

Some of our clients are still accumulating wealth. Some are ready to retire or have already retired. Many of our clients are interested in these services:

  • Creating and protecting an investment portfolio that outlives them
  • Intelligently withdrawing income from the portfolio in retirement
  • Minimizing the effect of taxes on their investments

 

Knowledge is power. And control.

We comfortably educate and guide you through the financial planning process, step by step. When your personal plan is in place, you can sleep soundly, confident that you are well-positioned and not making costly mistakes. You are protecting and accumulating wealth! 

This is our system:

  • Identify goals 
  • Collect and analyze data 
  • Discuss strategies 
  • Create a wealth management plan 
  • Proactively keep the plan current

 

Partners in success

We are here to carefully listen to your concerns and consider all aspects of your situation, so that no opportunity is lost. We provide these services:

  • Retirement strategies
  • Social Security strategies
  • Diversified portfolio management and asset allocation
  • Tax management
  • Home buying and mortgages
  • College planning
  • Advice and service on various no-load insurance products, including term and permanent life insurance and annuities (no insurance sales)
  • Coordination with your other professionals, such as attorneys (wills and trusts), accountants (taxes), bankers and insurance agents
  • Long-term care and insurance protection
  • Estate conservation and wealth transfer
  • Charitable giving

 

Proactive reporting

Our reports clearly show actual rates of return.

  • Quarterly updates
  • Annual reports

 

View sample Morningstar reports via this link.

 

 

Get started: complimentary in-depth consultation, online planning lab

Are you ready to Get Started by exploring financial planning? You can experiment with an online financial planning lab, or simply take advantage of our complimentary, in-person consultation.

The meeting is a wonderful opportunity for you to ask questions in a relaxed setting. If we're a good fit, we can work together to create a plan. We are low-key: we never pressure you or sell to you.

We also invite you to call or email us regarding our services and any of your financial questions, any time.