What We Do
We assist clients in achieving their long-term financial goals,
We achieve this by conducting proper analysis of individual investments, financial accounts, and how they serve the long-term goals of the client’s plan. We call our comprehensive services Financial Alignment.
Financial Planning Services
Basic Financial Plan
Simplified financial analysis for long-term retirement goal. This is a low fee financial service designed for those with limited planning needs and budget, and a financial situation that lacks complexity.
Focused Financial Plan
Focused planning is more complex than a simple plan and focuses on specific areas of financial planning, such as special needs dependents, estate planning, budgeting, risk management, debt structuring, or education planning.
Comprehensive Financial Plan
Comprehensive planning covers all areas of financial planning and analyzes all assets, financial accounts, and assures that the most appropriate resources are utilized to reach the client’s goals.
Our investment and Portfolio Services
Investment Portfolio Management
Personal investment management of individual accounts or portfolios of multiple accounts utilizing effective asset location to maximize the tax benefits of different types of financial accounts. Our portfolios are based upon a mutually agreed investment objective with clearly defined expectations.
Retirement Plan Advisor
Review of corporate 401(k) plans providing advice to reduce fees, select professional recordkeeping, select and monitor investment options, and provide educational services to participants.
Business Consulting
We provide basic business consulting services to small businesses including financial management, goal setting, employee benefits and retirement plan consulting.