Financial Planning

  • Offering Comprehensive Financial Planning and/or Project-Based Consulting
  • Building Tax-Efficient Retirement Planning Strategies and Scenario Modeling
  • Navigating Major Life Changes such as Marriage, Divorce, and Inheritance
  • Evaluating Pension Plan Benefit Selection Options
  • Selecting Most Appropriate Start Date for Social Security Benefits
  • Forecasting Cash Inflows and Outflows Impact on Realizing Short and Long-Term Financial Goals
  • Strategizing College Planning Saving and Financial Aid Maximization
  • Managing Company Stock Options Plans
  • Exploring Planning Impact of Parental Financial Assistance and Support


Fee-Only Investment Wealth Management

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



  • Determining Your Appropriate Level of Life, Disability, and Long-Term Care Insurance Needs
  • Assessing Existing Insurance Policies and Premiums for Potential Cost Reduction Alternatives
  • Reviewing Long-Term Care Funding Strategy Options


Small Business Benefits and Support

  • Assessing and Developing Business Owner Succession, Exit, and Continuity Plans
  • Designing Key Employee Retention and Incentive Plans
  • Recommending Small Business Owner Retirement Plan Funding Strategies
  • Evaluating and/or Developing Employee Retirement Plan Design and Implementation 
  • Selecting Employee Health, Life, Disability, and Other Group Benefit Plans