Services

Asset Management

Have your investments professionally managed and continually monitored to ensure they are working as hard as you to achieve your financial goals.  Fully diversified portfolios seek to achieve benchmark like returns while taking risk off the table.  One more stressor to remove from your life.  

Fully customized portfolios are also available for clients with investable assets in excess of $1,500,000.00.

Financial Planning

A  friendly conversation to assess your financial situation, needs, and goals is just the beginning.

You get simple, actionable items, to put your financial house in order.

Priority steps will be clearly laid to help you shore up any holes in your current finances, from estate planning documents and account titling, to insurance and investing gaps, to college funding and retirement planning.  Know what you need, and have a guide to help you get it.

Budgeting

It's a dirty word, but it can set your finances free.  Find out how much stress you can eliminate just by knowing how much you can spend.  A balance between spending now, and delayed gratification, will set you up for long term success.

Portfolio Analysis

Is my 401K allocated to serve my needs?

How do I know if an annuity is right for me?

What type of life insurance do I need and how much?

What do I do with my employee stock purchase plan?

How do I choose a 529 plan and what are my investment options? What is a Coverdell ESA?

Analyzing investment options is what I love.  Let me help make the decisions easy.


Menu of Services


Discounts are available based on service level. Hourly planning is also available.