Financial Advice and Counseling
Because financial planning is a process, not an event, we offer ongoing services, periodic reviews, and day-to-day consultation as needed.
If it has to do with money and finances, we can provide counseling, guidance and/or resources for you.
We encourage clients to call us when they have any major life transitions taking place:
Our clients also call us with more common questions, such as:
- “My employer made changes to my 401(k) plan. How do I proceed?”
- “I want to help my child purchase a home. How will that affect my financial plan?”
- “My employer has offered me an early retirement package. Would it be prudent for me to consider taking the offer?”
We Can Help When:
You Need a Plan...
You Want to Achieve Goals...
You Need Sound Advice...
Everyday Financial Needs:
Financial Goal Planning
Employee Benefit Options
Insurance Needs Analysis
Investment Analysis and Planning:
Portfolio analysis, design, and asset allocation
Matching investment vehicles with goals and needs
Tax Planning related to investments
401(k), 403(b) investment recommendations
IRA Rollovers and Distribution Advice
Lump Sum Distributions
It is our desire and intention to foster long-term ongoing relationships with our clients. We will work hard to earn your trust and loyalty.
Regardless of the issue, if you want an objective advisor to help you work through life’s issues and formulate a cohesive financial plan, we’re here to help.
Since we are compensated only on an hourly fee basis – that means we work solely for you!
If you’re looking for sound financial advice, set up a free, no-obligation meeting with us now!