INVESTMENT
PLANNING

• Asset allocation strategies
• Implementation of risk management strategies
• Tax efficient investing
• Varied investment opportunities utilizing stocks, bonds, mutual funds, CD's, money markets, etc.
• Socially responsible investing

RETIREMENT
PLANNING

• Timeline for financial independence
• Lifestyle planning
• Coordination of retirement income sources
• Direct Rollover of Employer 401k, 403b, 457
• Required IRA distribution planning

COLLEGE EDUCATION PLANNING

• Calculate higher education needs for each child
• 529 strategies
• Education IRA
• Tax benefits
• Other funding strategies   

• Tax minimization strategies
• Stock option planning
• Retirement plan strategies

WEALTH
MANAGEMENT
SERVICES

• Trusts and estate planning
• Charitable gifting strategies
• Family mission statement
• Informational family meetings
• Financial genograms

INSURANCE
PLANNING

• Life insurance
• Risk Management Assessment
• Long term health care plan
• Continuation of income in event of disability
• Family needs at death  

FINANCIAL
PLANNING

• Development of Goals
• Development of suitable solutions and action plan
• Customized hardcopy financial plan
• Coordination with CPA, attorney and family