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Our Services

Our Selection of Financial Services

Whether you need advice on a specific financial issue or need assistance with a comprehensive planning, we can put together a road map for your specific goals, implement the plan, and monitor its progress.

Common areas of advice:  

  • Lifestyle Goal Planning
  • Wealth Management
  • Investment Portfolio Analysis
  • Retirement Analysis
  • Insurance Analysis
  • Estate Planning
  • Tax Planning
  • Risk Management
  • Cash Management
  • College Planning

If you are in need of limited financial planning advice, you can obtain our services á la carte for $300 an hour, but we feel you'll find greater value in our all-inclusive program.

Active Investment Management Program ("AIM") is our comprehensive wealth management program. It includes the cost of the plan, a custom investment portfolio, plan implementation, on-going monitoring of plan and corresponding investments, on-going advisory services, discretionary portfolio adjustments using a Tactical Asset Allocation approach, annual client meetings, quarterly performance reports and market commentaries. Our fee is 1% per year on assets under management. To participate in our AIM program, there is a minimum household/relationship size of $400,000.

Complimentary Consultation

We realize everyone's financial situation is different and the most effective way to address your concerns is by conversation. That's why we offer a Complimentary Consultation. We want to get to know you and find out how we can help you on your journey to financial independence. It's also a good opportunity for you to meet us and learn about the services we provide. The best time to get started is now. We would enjoy the opportunity to help you!