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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, 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. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Goal Planning

<strong>Financial Goal Planning</strong>

Establish financial goals and the necessary steps needed to achieve them

Cash Flow Management

<strong>Cash Flow Management</strong>

Develop a cash flow budget to help allocate resources in order to help achieve the most important financial goals

Net Worth Analysis

<strong>Net Worth Analysis</strong>

Review assets & liabilities to create a personal net worth statement to track your financial picture over time

Retirement Planning

<strong>Retirement Planning</strong>

Estimate retirement needs and build a portfolio to help achieve your retirement goals

Education Planning

<strong>Education Planning</strong>

Estimate education costs and develop a savings and investment plan to help fund future costs

Investment Management

<strong>Investment Management</strong>

Build an investment portfolio in accordance with your risk tolerance, time horizon and financial goals

Small Business Consulting

<strong>Small Business Consulting</strong>

Evaluate the current status of your small business and provide you with resources, advice, and planning to improve business efficiency and profits

Risk Management

<strong>Risk Management</strong>

Identity the risks involved in your financial plan and help implement the steps you need to take to mitigate those risks

Tax Planning

<strong>Tax Planning</strong>

Review your individual tax situation and implement plans to help maximize tax savings in the future

Real Estate

<strong>Real Estate</strong>

Provide advice or recommendations to real estate investors looking to buy, sell or invest in property

Stock Compensation

<strong>Stock Compensation</strong>

Review equity compensation to maintain a diversified and tax-efficient strategy

Company Benefit Planning

<strong>Company Benefit Planning</strong>

Review employer benefit options to optimize plan selections

Debt Management

<strong>Debt Management</strong>

Review current liabilities and develop effective repayment strategies


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