WHO WE WORK WITH
Pre-retired and retired individuals who have specific needs that include social security planning, income planning, and estate planning, among others.
Retirement Plan Administrators.
Small to mid-sized business owners.
Career centered professionals who want to grow.
Introductory financial planning opportunities for younger clients.
Areas of Practice
CUSTOMIZABLE, FIXED-FEE PLANS
One big factor in choosing financial advisors is making sure you can actually afford them without ruining your current financial state. We consider each of our clients a unique situation; therefore, we custom-tailor our fees to ensure you get great service that’s affordable. Whether you pay annually or quarterly, your fee will not change.
Qualified Retirement Plan Management
We will sit down with you and determine realistically what the best plan for your retirement situation is. From finding plans that work best for your situation, to figuring out that magic number you need to live your post-work life, we will take out the stress of planning retirement, so you can relax once you are finally at the finish line.
As a business owner, you’re already doing a million tasks. Let us help you lighten the load by taking on your employees financial benefits and services. From presentations, to 401(k) plans, to individual consultations, we offer plenty of services to let your employees have ease of mind about finances while they work for you.
RETIREMENT INCOME PLANNING
Don’t let the fear of wondering where your money will stand where you retire deter you from making any plans. We will guide you every step on the way to retirement and help you figure out where every last cent will come from, along with where it will go. No longer will you have to worry about running out of money during retirement.
Whether you’re just starting to get into investing, or you’re a seasoned pro - we can help you with any step of your investment journey. Access your account through TD Ameritrade any time through our website, or take a hands-off approach - we’ll help you set up your account, monitor it, and make any transfers and trades you want - just sit back and watch the money grow.
Sometimes, we need help getting across that first hurdle. Give us your financial goals, issues, desires, and plans, and together, we will come up with a budgeting strategy that is sure to let you live your life and plan for the future with no worries.