Products & Services

We provide assistance in the following areas:

Financial Planning 

• Complimentary Initial Consultation
• Identify Financial Goals and Create a Plan of Action   
• Investment Portfolio Review and Asset Allocation Strategies
• Retirement Income Planning and Optimization 
• Disability and Life Insurance Analysis 
• College Education Planning and Funding Strategies
• Income Tax Strategies 
  

Wealth Management 

• Risk Tolerance Assessment 
• Fee-based Asset Management 
• Access to Institutional Mutual Funds, Index Funds, and ETFs 
• Access to Dimensional Funds, Vanguard, Fidelity, American Funds, T.Rowe Price, etc. 
• On-going Portfolio Manager Evaluations 
• Regularly Scheduled Portfolio Reviews 
• Portfolio Rebalancing 
• Year-End Tax Loss Harvesting 
• Alignment of Client and Advisor Goals 
• Access to your own Personal Financial Planning Website  

Insurance Services 

• "Own-Occupation" Disability Insurance for Physicians and Dentists
• Term Life Insurance, including Ladder Strategy 
• Whole, Universal, and Variable Life Insurance 
• Long-Term-Care Insurance 
• Business Overhead Expense Insurance 
• Business Insurance, including Buy/Sell Life and Disability 
• Request a Proposal

Retirement Planning 

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