Our Services
There are many financial products in the market, so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After considering your unique needs, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Products and services include:
- Portfolio Assessment and Performance Analysis
- Investment Management and Consultation
- Risk Evaluation
- Stocks, Bonds, Mutual funds, Certificates of Deposit and U.S.Treasuries Securities
- Cost Assessment & Management
- Optimization of Asset Allocation
- Complex Investment Strategies
- Evaluation of Employer Sponsored Retirement Plans
- 401(k) and 403(b) Rollover Considerations
- Individual Retirement Accounts (Traditional and ROTH)
- Roth IRA Conversions
- Group Retirement and Savings Plans
- Simplified Employee Pension Plans
- Qualified Retirement Plans
- Qualified Domestic Relations Order (QDRO) Assistance
- 529 Qualified Tuition Plans
- College Planning Assistance
- Optimization of Social Security Benefits