Our Services

Financial Planning & Retirement Planning

We can help establish and maintain your financial goals and retirement goals as an individual, a family, or a business owner. We can work with you to help ensure you stay on track to meet your long-term goals, so you can make the right decisions now, and later, as your circumstances change. You can rely on us to:

  • Help you set realistic savings or retirement distribution goals
  • Provide additional tools that allow you to analyze your savings or withdrawal strategy
  • Develop an approach that aligns with your investment preferences and risk tolerance and manages your investments based on those individual preferences

Investment Management

Managing investments can be one of the most important aspects of retirement. Whether accumulating assets for retirement or spending those assets down to fund a happy retirement, taking on an appropriate amount of risk is an important step to understanding whether you can be successful or not. Part of understanding risk means balancing between your ability to take on risk and your willingness to take on risk. I'll help you understand the difference and build a portfolio that works for you.

Investments can come from a number of sources and management of those assets can take on a number of strategies.

  • 401(k) 
  • IRA
  • Roth IRA
  • Individual stock accounts
  • Passive investment strategies
  • Active investment strategies
  • Mutual funds
  • ETFs
  • Required minimum distributions

This list is not all-inclusive so if you don't see something here and have a question, contact me to find out more.