Our Services

Our Services

Are your services appropriate for me

    If you are a retiree… we offer on-going monitoring of your investment portfolio, one designed to meet your cash flow needs and your desire to sleep at night! Fee only financial planning and investment counseling.

    If you are a prospective retiree…talk to us before you make that irrevocable decision about your pension plan, your 401K, and/or your IRAs. Invest some time with us before you invest your retirement money! Fee only financial planning and investment counseling.

    If you are a self-employed professionalhellip; leave the stress of managing your investments to us! Our professional training and decades of experience can free you up to spend more time keeping current in your own profession. Fee only financial planning and investment counseling.

    If you are a senior executive/business owner…let us get your house in order – we coordinate your employee benefit programs with your personal investing to develop one integrated investment portfolio. How economical! Talk to us about offering this service as a corporate program. Financially secure executives make happier executives! Fee only financial planning and investment counseling.

    If you are a widow or widower...we can help you plan for a stress-free financial life. We can design an investment portfolio free of any concerns about whose interests we serve. Fee only financial planning and investment counseling.