We offer a variety of financial planning services to our clients. These services include ongoing comprehensive financial planning, wealth management, investment management and hourly project work.
Comprehensive Financial Planning
Comprehensive financial plannning is what we do best. This type of planning includes retirement planning, insurance planning, asset allocation planning, college planning, tax planning, estate planning and charitable planning. Putting it all together and monitoring your plan on an ongoing basis will provide you with the best services we offer.
Investment Management
We offer portfolio management only for clients that want us to engineer a portfolio based on our investment philosophy, implement your investment policy, monitor your portfolio on a quarterly basis and rebalance as needed. We custody your assets with TD Ameritrade Institutional. We will also custody your assets with the custodian of your choice and use limited trading authorizations should you desire a different custodian.
Hourly Project Work
Should you desire two or more hours of work to complete your project, we will give you an estimate of the time required to perform your job and engage you for this time on a project basis.