Broker Check

Products & Services

We provide assistance in the following areas:

Wealth Management Services

  • Access to a Variety of Investment Strategies
  • Access to Multiple Investment Firms and Boutique Money Managers
  • Access to Institutional Mutual Fund Shares
  • Access to Dimensional Funds
  • Access to Index Funds and ETFs
  • On-going Portfolio Manager Evaluations
  • Rick Tolerance Assessment
  • Regularly Scheduled Portfolio Reviews 
  • Portfolio Rebalancing 
  • Year-End Tax Loss Harvesting
  • Alignment of Client and Advisor Goals
  • Access to a Personal Financial Planning Website

Retirement Planning

  • Traditional and Roth IRAs
  • SEP IRAs and SIMPLE IRAs
  • Individual (solo) 401(k) Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Variable and Fixed Annuities
  • Pension Plan Administrative Assistance

Financial Planning

  • Comprehensive Financial Planning 
  • Quarterly Performance Report
  • Investment and Asset Allocation Analysis
  • Retirement Planning
  • Insurance Analysis 
  • College Education Planning
  • Income Tax Strategies 
  • Annual Client Review

Insurance Services

  • Individual Disability Income Insurance
  • Term, Whole, Universal, and Variable Life Insurance
  • Long-Term-Care Insurance
  • Business Overhead Expense Insurance
  • Business Insurance, including Buy/Sell Life and Disability