For those who prefer focused investment guidance over a comprehensive financial plan, our team offers a streamlined analysis based on your current portfolio, goals, and market trends. We provide honest, informed feedback on your investments and uncover complementary strategies to help you grow confidently and intentionally.

Investment strategies include: 

• Review of current investments, fees, risk tolerance, timeline, short-and long-term goals, and philosophy
• Review at least 1-2x per year of market performance, outlook, your portfolio performance , changes, asset allocation, new goals, and current goals
• Strategies for investing
• Manager and security selection
• Tax loss harvesting
• Portfolio balancing
• Required minimum distribution help
• Roth IRA conversions
• Maximizing employer retirement benefits
• Cash balance plans
• Introductions and/or collaboration with:
  • Estate planning attorneys
  • Business Attorneys
  • CPAs
  • Real estate specialized CPAs
• Environmental,Social, Global funds
• Charitable giving

Business investment planning includes:

• Review of current retirement and benefits plan
• Determining the right type of retirement plan for your company (SEP, Simple IRA, 401k, 403b, solo 401k, etc.)
• Establishing a new retirement plan
• Enrolling your employees
• Annual review with Executive team and employees
• Providing ongoing annual educational seminars to employees on a variety of financial topics (retirement plan, budget and debt,
• investments 101, financial planning 101, insurance 101).
• Pooled 401k plan options