About


Our primary focus is comprehensive financial planning with a strong emphasis on assisting our clients to achieve their retirement goals.

SIMPLE/SEP/401(K)/403(B) Retirement Plans


1

Risks

Many do not plan for adequately for retirement. That season of life seems too far in the distance. Sadly, retirement sneaks up on most people and they realize they have not adequately prepared. Implementing a company or organizational retirement plan such as a SIMPLE/SEP/401(k) or 403(b) can be an integral part of achieving retirement goals.

2

Analysis

We start with the basics – understanding what’s important to our clients. Once we have solid grasp on our client’s values, goals and timeline, and tax situation, we start looking at the many different options in the areas of investments choices and planning services. With thorough analysis, we make recommendations to our clients and what we believe will maximize their retirement assets. We can provide guidance on how to most effectively implement an established company / organizational retirement plan.

3

Planning

Your most valuable assets are time, current income and investments. We develop a plan designed to maximize the use of current assets, funds and income to achieve future goals. The sooner we can leverage the time factor and assets, the better the probability of accumulating the desired level of assets.

4

Service

Consistent service with regular reviews of your retirement plan are critical to keeping you on track to meet your retirement goals. Our representatives are happy to meet with our clients on a bi-annual basis and more if necessary to provide proper service.

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