Our Services

Our services don't stop once you reach retirement. We focus on a comprehensive approach to your financial life, and this includes ongoing attention to your retirement plan before, during, and after you retire. We work collaboratively with your professional network (accountants, attorneys, insurance agents) to coordinate services and strategies for financial efficiency. Always focusing on assessing and evaluating all aspects of your financial picture. 

After understanding your goals, we recommend, help you decide on, and implement strategies designed to help you achieve your goals through a financial planning process which can include:

  • Asset management
  • Retirement timing
  • Stock options & deferred compensation strategies
  • Income strategies
  • Gifting

This process, often results in a comprehensive coordination of services which strives to reduce costs and improve financial efficiencies.  We support you through six phases:

  1. Establish a relationship
  2. Gather data
  3. Evaluate
  4. Plan presentation
  5. Implementation
  6. Ongoing review

We use our independent status to gain access to the appropriate products in the marketplace to help achieve your objectives.