Financial Planning

  • Retirement planning

  • Education funding strategies

  • Charitable and family gifting strategies

  • Tax minimization strategies

  • Social Security strategies

  • Insurance and protection strategies

  • Estate planning strategies

  • Investment Management

  • Coordination with CPA and attorney

Account Options

  • Retirement accounts

    • Traditional IRA

    • Roth IRA

  • Brokerage accounts

  • 529 plans

  • Cash and money market

  • Business retirement plans

    • 401k

    • SEP IRA

    • SIMPLE IRA

Investment Products

  • Exchange-Traded Funds (ETFs)

  • Individual stocks

  • Individual bonds and CDs

  • Mutual funds

  • Alternative investments

  • Unit Investment Trusts

  • Annuities

  • Life insurance

  • Donor Advised Funds

  • Long term care insurance

  • Disability insurance