Service Offerings

Investment & Money Management

  • Comprehensive Portfolio Diagnostics
  • Regularly scheduled meetings to review and evaluate investment performance
  • Continual monitoring of your investments
  • Independent advice through broker dealer Cambridge Investment Research
  • Access to institutional money managers

Tax Reduction Planning

  • Review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Review of your tax situation and planning to incorporate any new tax changes
  • Free consultation with your tax preparer
  • Recommendations of tax solutions, including tax advantaged investments
  • Staying up to date on presenting new tax laws that can affect your situation

Retirement Income & Distribution Planning

  • Provide guidance, tools, and services to help you prepare for retirement on your terms
  • Continual development and implementation of recommendations to fund income needs and help maintain a comfortable standard of living
  • Recommendations regarding the best distribution strategy for employer retirement plans and IRAs

Family Wealth Planning

  • Individualized Financial Planning
  • Consultation with your circle of influence to get concise picture of your financial situation
  • Education Planning
  • Estate Planning
  • Provide guidance in the event of the death of a loved one

Risk Management & Protection Planning

  • Analysis of your insurance needs and concerns
  • Planning for long term care needs

Small Business Planning

  • Offers guidance and insight on 401K, profit sharing, and defined benefit plans
  • Council on selling your business/practice so you can retire

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