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Our Services

Investment Services

  • Review your investments and design a personalized portfolio appropriate to meet your planned objectives
  • Monitoring of your investments to ensure your objectives are met
  • Meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon
  • On-line access to your account reports
  • Independent Advice
  • Fee based asset management – NO TRANSACTION COSTS
  •  Recommendations regarding allocation of funds within your employer provided retirement plans, such as 401(k), 404(b), or TSP
  • Active investment strategies to help reduce overall risk 

Retirement Income & Distribution Planning 

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs in order to maintain your desired standard of living
  • Recommendations regarding a customized distribution strategy for your employer retirement plans and IRAs           

Family Wealth Planning

    • Analysis of your current estate plan and concerns
    • Free consultation with your attorney, or recommendations
    • Assistance in transferring assets to your Living Trust or other trusts ensuring they are funded properly
    • Providing guidance to your family with the appropriate and necessary steps, in the event of death of a loved one

Client Services & Communications

      • Periodic market commentary to keep you apprised of the most current investment and economic issues
      • Annual Reviews
      • Special reports on how to potentially reduce your taxes and other important topics
      • Client Appreciation Events