What We Offer

FINANCIAL PLANNING

  • Goal Analysis
    • Review Needs, Wants, and Wishes
    • Probability/Scenario Analysis
    • Progress towards Goals
  • Budgeting
    • Cash Flow Analysis
    • Retirement Income Planning
    • Saving Strategies
    • Debt Analysis
  • Life Events
    • Marriage/Divorce/Death
    • Asset Sales
    • Disability Analysis
    • Special Needs Planning

ASSET PROTECTION

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Property & Casualty Insurance

INVESTMENT PLANNING

  • Asset Allocation
    • Formulating Risk/Return Objectives
    • Strategic/Tactical Allocation
  • Investment Selection
    • Portfolio Construction
    • Manager/Security Selection
    • Performance Assessment
  • Tax Efficient Investing
    • Optimizing Tax-Advantaged Accounts
    • Tax Loss Harvesting
  • Social Security / Pension Analysis

LEGACY PLANNING

  • Wills  & Legal Documents
  • Revocable & Irrevocable Trusts
  • Gifts & Bequests
  • Charitable Planning


Financial Planning fees are based on the complexity of your situation, the scope of the analysis, and the expertise required to prepare the analysis.  Our professional hourly rates range from $200 to $250. Full fee disclosure will precede establishment of all accounts and services.

To schedule an initial consultation, please contact us.  For more information on what to expect and what to bring please click here.