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