Financial Planning and Investment Advisory Services
Investment Portfolio Management
- Asset allocation
- Risk management
- Investment selection
- Portfolio Monitoring, Performance Reporting and Tracking
- Investment Advice for those who want to manage their own portfolios but need occasional guidance
Investment Advice regarding Employer Plans:
- Qualified plans – 401(k), 403(b), 457
- Employer Stock Purchase Plans
- Self Employed Retirement Plans – SEP & SIMPLE IRA’s
- Advice regarding IRA’s, ROTH IRA’s, Inherited IRA’s
Financial Planning Services
- Comprehensive Financial Plans or Specific Goal planning
Retirement planning
- Help defining goals, savings strategies
- Withdrawal strategies
- Required Minimum distributions
- Pension distribution options
- Social Security Benefits / Medicare
Employee Benefits – helping you make good choices
- Insurance – health, disability, life, long term care
- Cafeteria plans
- Company Stock plans
- Health Savings Accounts
Cash Flow Management – Spending plans / Budgeting
College Education Planning for children and grandchildren
Income Tax Planning
- Tax minimization strategies
- Tax efficient investing
- Tax planning for retirement
Risk Management – Protecting your family and assets
- Life Insurance planning
- Disability planning
- Long Term Care planning
Estate Planning
- Protect your family
- Make sure your wishes are honored