Strategic Planning And Portfolio Management

We believe financial advice is about having a plan that is customized to reflect our client's life goals beyond just their finances. 

Our firm specializes in helping individuals develop sound retirement strategies. We offer personalized, hands-on financial planning and asset management. We educate our clients about financial concepts and solutions, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. Our focus on money management, tax savings strategies, healthcare planning, social security optimization, and income generation offers our client's ongoing peace of mind. 

Accounts   /   Securities

Brokerage Accounts (Individual, Joint, Trust)

IRA's (Traditional / Rollover / Roth / SEP / SIMPLE / Educational)

Solo 401k (i401k)

Exchange Traded Funds (ETF's)

Mutual Funds (actively managed and passive/index)

Money Market Funds (cash equivalent)

Government / Agency Securities

Common Stock

Bonds (corporate / municipal)

Certificate's of Deposit (CD's)

    Financial Planning

    Retirement planning

    Social Security planning

    Tax savings strategies

    Employer retirement plan review - 401(k), 403(b), 457, TSP, OPERS, Pensions

    College planning

    Estate Plan review (Wills, Trusts, DPOA, etc)

    Healthcare planning

    Money Purchasing Plans

    Defined Benefit "Pension Plan" guidance 

    Profit Sharing Plans

    Insurance (analysis)

    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance



    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (440) 359-6535