Our Services
Financial Planning
Budgets – creating and updating cash flow budgets
Projections – estimating future income and expense needs
Credit – managing/modeling the consequences of debt
Student Loans – minimizing payments; forgiveness options
Risk Analysis – assessing need for insurance
Investment Advice
Creating investment portfolios
Investment recommendations in 401k and other retirement plans
Monitoring Investment portfolios – regular and consistent review of holdings and performance
Suitability and Risk Analysis
Investment Management
Assessing Financial goals; risk tolerance and needs
Creating personalized investment portfolios with on-going portfolio monitoring
Quarterly Reviews of Goals; Risk and Performance
Implementing Risk Management with Insurance products
Estate and Family Planning
Assessing needs for Wills; Trusts; and Legacy Planning
Creating a plan to ensure Estate Documents are executed and in place
Review and Assessment of existing Estate Documents
Charitable and Special Needs Planning
Guidance on financial considerations of charitable giving
Guidance on providing for special needs children and adults
Education
Customized Financial Education classes for small groups on various financial topics