Who we serve
Empty Nesters & RetireesYou took good care of your children and built your nest egg over time. Now is your time. We can help you enjoy the rewards of your life’s efforts.
Our Services
We are a one-stop source for all your financial needs. We provide financial Planning, investment management, and tax services.
Comprehensive Financial Planning
Estate Planning, Retirement Income Planning, Pension Reviews, Social Security Optimization, Relocation Scenarios, Investment Analysis, Long-term care Needs Analysis
Investment Management
Investment Analysis, 401(K) Reviews, Asset Allocation, ROTH Conversions, Tax Efficiency, Portfolio Rebalancing, Consolidate Accounts, Set Goals & Priorities, Develop IPS
Tax Related Services
Identify Tax Saving and Deferring Opportunities, Future Tax Projections, Recommend Tax Planning Strategies, Tax Preparation, Help with Tax Issue Resolutions
Here is how our process works
Fee-Only Pricing
We are fee-only, which means we have no conflicts of interest. We refuse commissions, referral fees or any other sort of kickbacks. Our only interest is You! This means that you as the client will always come first and that we will have no incentives beyond providing you with the best possible service.
Financial Planning
Upfront and Quarterly Flat Fees- Net Worth & Cash Flow Analysis
- Retirement Income Planning
- Investments Analysis
- Tax Planning & Strategies
- College Savings need Analysis
- Insurance Review & Gap Analysis
- Estate Planning
- Personal Finance website
- Unlimited access to Advisor
Investment Management
Tiered pricing payable quarterly- Investment goals and priorities
- Risk based Portfolio allocation
- Global diversified Investments
- Tax efficient Asset allocation
- Investment Policy Statement
- Help to consolidate accounts
- Consolidated statements
- Performance reporting
- Unlimited access to Advisor
A La Carte Services
Priced per service- “Discovery” Consultation (Free)
- Hourly Consultations ($300/Hour)
- Project Based Planning
- One-time Retirement Plan: $995
- One-time College Savings Plan: $600+
- One-time 401(K) Review
- Small Business Retirement Plan setup
- Tax Preparation
Ready to take the next step?
Our initial consultation is always FREE. I am confident the meeting will give you an opportunity to learn more about what I offer, and how you could benefit from my services.
