Our Services

Without a Goal, Every Tactic Makes Sense...

To develop your personalized financial plan, we will walk you through a step-by-step process designed to highlight the goals most important to you.  We will gather information and develop a strategy that takes advantage of the most appropriate financial instruments available.  Next, we will implement, monitor and adjust your plan as needed to help you feel confident about your future.

Just like every client is unique, so is every plan.  We can help you execute a sound financial plan that incorporates one or more of the following:

  • Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Periodically reviewing and making necessary adjustments to ensure you plan meets all your objectives.
  • Tax management – Working with qualified tax specialists to help maximize your tax efficiency and lessen your future tax burden.
  • Estate planning - Coordinating with your tax and legal advisors to help preserve your estate for your intended heirs. 
  • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.  Helping you retain the most income in retirement.
  • Income planning - Helping to ensure you don't run out of money before life.
  • ERS / TRS / FERS and Social Security income analysis - Reviewing guidelines, eligibility and benefits.
  • Asset & income stream protection – Helping to eliminate risk to guarantee your assets and income are there when you need them most.
  • State & Federal retirement system analysis - Learning how much to expect and when. Understanding the interactivity of defined benefit plans (ERS / TRS / FERS) and Social Security.
  • Debt reduction strategies– Reducing and eliminating your debt load.
  • Strong Network of Professionals – Providing access to specialists to help secure your financial future including CPAs, Attorneys, money managers, IRS representatives, etc.