Broker Check

Our Services

Financial Planning/Retirement Planning

Financial Planning/Retirement Planning

  • How do I balance saving, investing, and spending?
  • How much do I need to save for retirement?
  • How can I ensure my retirement savings will last throughout my retirement?
  • What role does Social Security play in my retirement plan and when should I elect to receive benefits?
  • What is the optimal withdrawal strategy from my various account types?
Investment Management

Investment Management

  • How do I diversify my portfolio effectively and manage risk?
  • What type of investments should I be considering for my financial goals?
  • Should alternative investments play a role in my portfolio?
  • When should I use active managers instead of index funds?
  • What is the best way to incorporate my desire for socially responsible investing within my portfolio?
Tax Planning

Tax Planning

  • Am I taking advantage of all tax reduction opportunities?
  • How can I optimize my investments for tax efficiency?
  • How do changes in tax laws affect my financial plan?
  • Does my CPA have everything they need, and have I made all of the right tax payments at the right times?
Cash, Debt and Expense Management

Cash, Debt and Expense Management

  • Am I getting the highest yield I can on my cash?
  • How can I manage my cash flow more effectively?
  • What are the best ways to manage my debt?
  • How much cash do I need to meet short- and long-term obligations? Where is the best place to hold it?
Estate Planning Strategy

Estate Planning Strategy

  • What makes up a well-designed estate plan? Have I missed anything?
  • If I have a Will, do I still need a Trust?
  • What is probate, and how can I avoid it?
  • How can I minimize estate tax for my heirs?
  • Should life insurance or charitable giving be part of my estate plan?
Insurance Planning

Insurance Planning

  • What types of insurance do I need?
  • Are all my risks adequately covered?
Education Planning

Education Planning

  • How can I plan for the rising cost of education and how much should I save?
  • What are the best education savings plans available?
  • What are the tax benefits of education savings plans?
  • How can I balance saving for education and retirement?

Explore More Resources

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Learn More
White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.
Learn More
Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
Learn More

Have a Question?

Thank you!
Oops!