Comprehensive Financial Planning
Using a structured planning process, We can examine your existing financial situation, help you define your planning goals, establish a recommended course of action and assist you in the implementation of your plan.
Focused Analysis
When your situation calls for an analysis of a specific area rather than a comprehensive plan, he can perform a focused analysis. Some of the areas that can be examined individually are: retirement planning, education planning, tax planning, charitable giving, estate planning, and life insurance analysis.
Investment Consulting
As part of a comprehensive plan or on its own, investment decisions will be at the core of most plans. We use a structured investment consulting process for our clients' investments. We have access to a wide variety of products from many companies. Under our fee-based platform, we offer our ROADMAP program which is an Advisor Directed option as well as access to various Third-Party managers. If your situation calls for more conservative investment options, we also have access to insurance products which may offer some additional benefits. We will help you decide which option is best for your particular investment needs as well as the costs and benefits associated with each of them.
Employer Retirement Plans - 401(k)
Setting up and maintaining the right employer retirement plan can be very complicated and stressful to small businesses. We strive to make the set-up and implementation of your retirement plan smooth and seamless. Through proper plan design options, to monitoring while the business grows, we will be with you every step of the way.