Investment Management
Warren Buffet said it best: “Investing is simple but not easy.” We work with our clients to discover what’s most appropriate and comfortable, then design a custom portfolio that aligns with their goals and risk tolerance. Find out more about the technology we use.
Because measurement is key to the long term success of any portfolio, we monitor, keep you updated, and offer adjustments along the way.
We operate in a fee-based capacity which means costs are transparent and our interests are aligned. Our fees start at 1% annually and go down from there.
Retirement Planning
We partner with our clients in their retirement planning and transition. Or if they are already there, we help maximize the financial ability to enjoy life.
Our process addresses common concerns like:
Can I retire? How much money can I take from my accounts? How long will my money last?
How should I invest my portfolio? When should I start social security? What are RMDs and how do they work? Will my spouse be OK? What’s the best way to pass assets on to my beneficiaries?
Financial Planning
Financial planning is an all-inclusive process that ensures our clients’ financial assets align with their goals and objectives. We build plans based on overall life stage and financial conditions, setting regimes and coaching through the ups and downs.
On the whole we offer Retirement Planning, Risk Assessment, Long term care, Investment Analysis, College planning, and Estate Planning.
We quote our fees before we begin any work so that expectations of scope and costs are crystal clear.
401K & Business Solutions
Our practice was built on providing solutions for businesses and non-profits, and we continue to lead the market in this area. Our clients range from start-ups to thriving businesses, all wanting to ensure their employees are well taken care of.
Group Solutions:
• Start-up and existing employer plans (401k, 403b, SEP, Pensions, etc,)
• Employee education and financial planning
• Employee Group benefits
• Business Owner Solutions:
• Buy/Sell agreements, Key Person, etc
• Executive Compensation
• Business Valuation Business
Owner Solutions:
• Buy/Sell agreements, Key Person, etc.
• Executive Compensation
• Business Valuation