Menu of Services
- Financial Plan Development (Utilizing State of the Art Technology)
- Strategic Money Management
- Investment Consulting
- Retirement Planning and Beyond
- Business Retirement Plans
- Rollover Services
- Income Planning
- Tax Favorable Investing
- Alternative Investment Selection
- Risk Management and Asset Protection
- Investment Withdrawal Strategies
- Wealth Transfer Strategies
- Insurance
- Social Security Planning
- Eldercare and Long-term Care Planning
- College Planning
- Business Succession Planning
- Charitable Giving
- S.O.S. (Second Opinion Service)
- Memory Money Investing
- Other 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 Recommendations
- CPA (Accounting Services)
- Attorney (i.e. Trust Services)
- Mortgage Representative
- Home & Auto Insurance Services
- Private Banking
- Business Banker
- Real 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.