Financial Planning Options

  • Comprehensive or Project Based Consulting
  • Retirement Planning and Scenario Modeling
  • Pension Plan Decision Support
  • Social Security Benefit Maximization
  • Cash Flow/Expense Management
  • College Planning Saving and Financial Aid Strategies
  • Parental Financial Assistance and Support


Fee-Based Investment Management

  • Customized Risk-Based Investment Portfolio Management
  • 401k and 403b Retirement Plan Review and Management Assistance
  • Evaluate Appropriate Risk/Reward Level
  • Annuity Product Evaluation and Appropriateness
  • Tax Saving Opportunities
  • Account Consolidation (providing 401k and IRA Rollover Assistance)



  • Life and Disability Insurance Needs Evaluation
  • Long-Term Insurance Coverage Options and Needs
  • Policy and Premium Assessment Evaluation and Potential Cost Reduction Alternatives


Small Business Benefits and Support

  • Business Owner Succession, Exit, and Continuity Planning Strategies
  • Designing Key Employee Retention and Incentive Plans
  • Evaluating Current Retirement Plan Design and Presenting Plan Replacement Alternatives
  • Designing Employee Health, Life, Disability and Other Group Benefit Plans