Our Services

We provide Comprehensive Financial Planning, Hourly Consulting, and Investment Management Services.  Each client chooses what works best in his or her situation.

Comprehensive Financial Planning

We will prepare a comprehensive analysis of the current situation, help you identify and prioritize your goals, and work with you to develop a Financial Plan that provides a path to meeting your goals.  The plan will address the following topics, if appropriate:

Investment Planning Analysis, Tax Planning, Estate Planning, Asset Protection, College Funding, and Cash Management.

Hourly Consulting

We provide consulting services on an hourly basis to address your specific needs and questions.

Investment Management Services

Our customized investment strategy will be based on our independent research and analysis of your specific situation.  As Registered Investment Advisors, we charge a management fee...a small percentage of your assets.  We do not charge a commission.  Therefore, our compensation increases as your assets increase.  We have no reason to recommend one product over another unless it increases the size of your portfolio.

As part of our services, we provide:

Portfolio Rebalancing, Quarterly Performance Reporting, Withdrawal Impact Analysis, Testing of Asset Allocation Strategies, and Consulting on Financial Planning Issues