Menu of Services Financial Plan Development (Utilizing State of the Art Technology)Strategic Money ManagementInvestment ConsultingRetirement Planning and BeyondBusiness Retirement PlansRollover ServicesIncome PlanningTax Favorable InvestingAlternative Investment SelectionRisk Management and Asset ProtectionInvestment Withdrawal StrategiesWealth Transfer StrategiesInsuranceSocial Security PlanningEldercare and Long-term Care PlanningCollege PlanningBusiness Succession PlanningCharitable GivingS.O.S. (Second Opinion Service)Memory Money InvestingOther Services: _____________________*Work performed by us can be paid utilizing an hourly fee arrangement, a one-time fee, a fee on retainer, or by implementing our tailored recommendations with our firm. Complimentary Service RecommendationsCPA (Accounting Services)Attorney (i.e. Trust Services)Mortgage RepresentativeHome & Auto Insurance ServicesPrivate BankingBusiness BankerReal Estate Agent*On behalf of our clients, we coordinate with advisors in these sectors of the financial industry who can provide services which may be of interest. Click here to access a printable version of our MENU OF SERVICES!