Our Services
Financial Analysis
- Investor Risk Profile
- Asset Allocation Analysis
- College Funding Analysis
- Retirement Income Needs Analysis
- Retirement Plan Distribution Strategies
- Life & Disability Income Insurance Needs Analysis
- Fee Only Financial Planning
- Portfolio X-Ray Analysis
- Health Care Cost Assessment (for Medicare, out- of-pocket, and long term care expense) in Retirement
- Long Term Care Funding Analysis & Options
- Social Security Analysis & Planning
- Other Services
- Consolidated Investment statement software puts your accounts and assets on one easy-to-read and informative statement.
- Active Tax Management or ATM for Non-Qualified (non-IRA) Investment Accounts. ATM utilizes technology to reduce tax liability on investment accounts through :tax-lot accounting, loss harvesting, gain-loss offset, wider rebalancing ranges and tax aware trading.
- Separately Managed Accounts or SMA's.