Our Services

We help clients with any or all of the following financial tasks and goals. A comprehensive financial plan will probably look at most or all of these areas, while some clients come to us for help on one or two specific areas of concern:

Retirement Planning:

  • Retirement need and cash flow projections
  • IRA, Rollover IRA, Roth IRA accounts
  • Advice regarding employer plans
  • Small business retirement plans and strategies
  • Investment strategies for retirement accounts


College Planning:

  • Saving for college, 529 plans and alternatives
  • Financial aid strategies
  • Tax strategies to reduce cost of college
  • Filling the financial aid gap
  • Affluent issues


Investment Planning:

  • Asset allocation strategies
  • Risk vs. return analysis and recommendations
  • Professional investment account management
  • Portfolio review and advice for do-it-yourself investors
  • Socially or morally screened investment strategies


Estate Planning:

  • Legacy planning
  • Estate tax and trust planning
  • Gifting strategies
  • Estate essentials
  • Planning for Families with Special Needs


General Financial Planning Needs

  • Insurance Strategies
  • Budgeting and Debt Management
  • Home Purchase Planning
  • Understanding Government Benefits (Medicare / SSI)
  • Understanding Employer Benefits
  • Tax strategies and tax planning
  • Hourly fee financial second opinions


Whatever your specific area of financial concern, our pledge to you is that the advice we give will always be based solely on your goals and your needs. It is this pledge which sets us apart from the Wall Street firms. It is this pledge which results in successful long term relationships with satisfied clients.

Call or email us today for a free consultation and financial review.