What We Do

 

Services for Individuals and Families

We’re passionate about finding out what matters most to you. We take the time to get to know you, learn what you want to accomplish, and develop strategies tailored to address your needs and goals to help preserve your lifestyle now and throughout retirement. Based on your needs, we will educate you on your financial situation and the opportunities available to you, bringing clarity to even the most complex financial challenges in these and other areas: 

 

INVESTMENT MANAGEMENT

  • Technical analysis
  • Custom income strategies
  • Risk analysis/risk management
  • Portfolio stress testing
  • Tax-sensitive investments
  • Concentrated stock strategies

RETIREMENT PLANNING

  • Retirement income planning
  • 401(k)/403(b)/IRA distribution planning
  • Traditional and Roth IRAs
  • SEP IRAs/SIMPLE IRAs
  • Social Security planning

FINANCIAL PLANNING

  • Comprehensive goal-based planning
  • Cash-flow and income analysis
  • Financial organization and oversight
  • Right Capital 

COLLEGE PLANNING

  • Strategies for meeting college costs
  • Education savings accounts
  • Tax-advantaged college savings plans