Services

We offer personalized paths to your goals consistent with your values.

• Eliminating debt. Proven techniques to improve your cash flow and accelerate paying off debt.
• Risk Management. The best plans can be detailed by unexpected crises. We can help you with strategies to limit risks and threats to achieving your goals.

Investing is essential to building financial security, both for the near term and for retirement. Do you know what you're invested in? Many people don't and that's a problem! Let us help you learn so you can invest confidently.

• Saving for a new or vacation home or some other goal? 
• Want your investments to reflect your values? Ask us about socially conscious and faith-based investments
• We offer Investments for Nonprofits, Churches, Endowments, Businesses & Foundations and will work with you to meet your fiduciary obligations.

Retirement Investments & Planning - We analyze your retirement needs and help you build the wealth you need for the retirement lifestyle you want.

• IRAs and Roth IRAs
  
• Retirement plan rollovers
• Self-employed retirement plans
• Tax-advantaged investing outside of retirement plans

Business & nonprofit retirement plans (401k, 403b, etc.). We'll craft plans that meet your needs and work best for your employees while managing your fiduciary responsibilities.

• You'll see us regularly to help with any questions or enroll new employees.
• We'll also help you meet Department of Labor rules for providing on going financial education for your employees - at no extra charge. 
• Competitive reviews - we'll periodically compare your retirement plan to help you get the best plan for your organization.

Individual and Group insurance for

• Life
• Disability
• Long Term Care,
• Asset based alternatives for long term care funding
• Critical Illness
• Health, dental, vision
• Business overhead expense insurance.
• Key person & Buy-Sell (business succession).