We offer comprehensive financial services including:
- Retirement projections and planning
- College projections and planning
- Cash flow and budgeting advice
- Debt pay down advice
This advice comes in many forms depending on your situation, but some common solutions are:
- Retirement plans for Individuals
- Roth IRAs
- Inherited IRAs
- Retirement plan design for businesses
- Simple IRAs
- SEP IRAs
- Individual 401(k)s
- 401(k) and Profit Sharing Plans
- Cash Balance Plans
- Investment Advice and Management
- Stocks, corporate bonds, municipal bonds, mutual funds, exchange traded funds (ETFs), Unit Investment Trusts (UITs), Certificates of Deposit (CDs), Money Market, Real Estate Investment Trusts (REITs), Managed Accounts, etc.
- Insurance Planning
- Life insurance
- Long-term care insurance
- Tax Planning solutions
- We work with your accountant to make sure that the actions we take today maximize your tax savings both today and for the long-term.
- Estate Planning
- We work with your attorney to make sure you have a suitable Last Will & Testament in place and that your portfolio is in line with your legacy wishes.