OUR SERVICES
Financial & Retirement Planning
We listen to your retirement goals are and your expectations of a full retirement. We then construct a detailed plan to allow you live the most fulfilling, sustainable retirement within your means.
We customize an investment strategy which seeks to maximize the growth of your portfolio within your risk parameters.
Investments
We can create a SEP IRA plan for your business which will allow you to maximize the amount you are able to contribute to your retirement plan.
SEP IRA Management
Depending on the size of your business we can customize a 401(k) plan for all of your employees and manage the plan for you, freeing you up to focus on the business you do best, yours!
Employer 401(k) Plan Management
We create IRA and ROTH IRA plans for you. Depending on your situation we make sure we chose a plan which is well suited for your situation with consideration given to tax implications at every step of the way.
IRA/ROTH IRA
529 plan, Coverdell, or Uniform Transfer to Minors Act (UTMA) we can construct and manage a plan that is right for you depending on the educational needs of your family.
College Savings Plan
We are NEA retirement specialists and manage your 403(b) plan for you. We guide you in the selection of investments and work with your third party administrator to assure that you are utilizing this valuable tool to the fullest extent.
403(b) Management
We are able to provide a variety of life and long term care insurance to supplement our investment services. Thereby assuring that all of your financial planning needs are met in our office and a cohesive plan is in place to provide for you and your family throughout your lifetime.
Life and Long-Term Care Insurance
SERVICES