Broker Check

Services

We provide assistance in the following areas:

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Retirement Planning

  • Provide detailed cash flow analysis
  • Evaluate pension plan structures, IRAs, Roth IRAs and qualified plans
  • Analyze distribution options for pensions
  • Calculate retirement plan benefits, including Social Security
  • Calculate IRS required minimum distributions (RMDs) and educate you on the regulations
  • Provide Roth IRA conversion calculations and advice

Investment Management

  • Consolidate investment paperwork
  • Provide 401(k), 403(b) or 457 investment advice
  • Evaluate investment alternatives
  • Explain investment ideas in a manner that makes it easy to understand
  • Provide secure on-line brokerage and stock-trading accounts
  • Provide annual asset allocation review and, as needed, account rebalancing
  • Conduct semi-annual review of investment statements
  • Review your investment strategy to maintain an individualized, high-quality portfolio
  • Create and review an investment policy statement tailored to your needs

Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.