Offerings

Our fundamental financial plan is designed for someone who is independent, that wants information and a guide but wants to manage their own investment vehicles.  This financial plan includes scenario comparison, life insurance analysis, long term care needs analysis, and social security maximization strategies. It will also include allocation suggestions.  This plan does not include on going access to our advisors or staff. Nor will we provide specific investment recommendations.

Our comprehensive plan provides you with ongoing support.  We review your general budget, savings goals, and portfolio reviews that include your employer options. Together we look at your goals for the next 5,10, and 20 years.  After your initial plan is complete, you will meet annually with an advisor to review performance, adherence and adjust your plan as your life changes in the coming years. Throughout the year you will have access to our client portal, educational workshops, e-newsletter and our staff by phone and email.  This plan is a good fit for people who are more than 7 years from retirement, who are in the accumulation phase of wealth building and are looking for assistance with asset management.

Our premiere plan is our most inclusive financial plan.  It focuses on income distribution utilizing Advance Time Segmentation, a strategy which seeks to provide investors with stable, predictable income while giving time for future possible asset growth. We complement this with asset management, asset protection, long term care, and estate transfer strategies.  This plan includes semi-annual reviews, access to our client portal, educational workshops, e-newsletter and our advisors by phone and email.