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

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

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

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