Our Services

Plan & Protect

  • Investment advising 

  • Tax aware strategies

  • International asset planning

  • Business exist strategies 

  • Debt Managment

  • Education planning

  • Legacy / Estate planning & review (Wills, Trusts, DPOA, etc)

  • Healthcare planning

  • Retirement planning

  • Defined Benefit "Pension Plan" guidance 

  • Social Security planning

  • Money Purchasing Plans

  • Profit Sharing Plans

  • Employer retirement plans (401(k), 403(b), 457, TSP, OPERS, Pensions)

  • Charitable gifting

  • Life Insurance

  • Disability Insurance

  • Long-Term-Care Insurance

Save & Invest

  • Brokerage Accounts (Individual, Joint, Trust, Endowments, Foundations, Non-profits)

  • IRA's (Traditional, Rollover, Roth, SEP, SIMPLE, Educational)

  • Solo 401k (i401k)

  • Exchange Traded Funds (ETF's)

  • Mutual Funds (actively managed and passive/index)

  • Money Market Funds (cash equivalent)

  • Government / Agency Securities

  • Common Stock

  • Bonds (corporate / municipal)