For Individuals & Families

Wealth Accumulation & Management

  • Investment Selection & Management
  • Mutual Funds & Exchange Traded Funds (ETFs)
  • Stocks, Bonds, & Real Estate Investment Strategies
  • Asset Allocation Analysis
  • Stock Option Analysis
  • Risk vs. Return Analysis
  • Education Planning (529s & Other Plans)
  • Budgeting and Cash Flow Analysis

Tax Planning

  • Pre-Tax vs. Post Tax Analysis
  • Tax Diversification
  • Tax Reduction Strategies
  • Tax Deferral Strategies

Retirement Planning

  • Retirement Goal Planning
  • Retirement Withdrawal Strategies
  • Social Security Advice
  • Investment Advice for 401(k) or Other Retirement Plan
  • Pension Distribution Advice
  • Pre-Retirement Consultations
  • Roth, Traditional IRAs
  • Non-Qualified Retirement Plans

Estate Planning

  • Gifting Strategies
  • Special Needs Planning
  • Business Transfer / Family Wealth Planning
  • Trust Planning Strategies
  • Estate Tax Analysis

Risk Management Analysis

  • Life Insurance Needs Analysis
  • Disability Income Strategies
  • Long-Term Care Planning
  • Emergency Reserve Analysis
  • Health Insurance Assistance
  • Property and Casualty Analysis

For Businesses & Business Owners

Corporate Retirement Plans

  • 401(k)
  • Defined Benefit Pension Plans
  • Money Purchase Plans / 401(a)
  • Deferred Compensation & 457 Plans
  • SIMPLE IRA Plans
  • SEP IRAs
  • 412(i) Plans
  • Comparative Benefit Plans
  • Profit Sharing Plans
  • 403(b) Plans
  • Solo 401(k)

Other Services

  • Executive Benefit Plans
  • Stock Option Analysis
  • Business Exit Planning
  • Overhead Expense Protection
  • Fee-only Group Health and Life Insurance Analysis
  • Fee-only Group Long-Term Care Insurance Analysis
  • Key Person Planning
  • Buy/Sell Planning
  • Investment Management
  • Financial Planning Education
  • Voluntary Benefits
  • Other Consulting Services