Our Services
Exceptional services, tailored to your specific needs
Our services are designed to help you plan for and achieve a financially secure and prosperous future. Using The Prosperity Process™ framework, we assist individuals and families in prioritizing their goals, defining a game plan, and taking action to achieve their dreams.
Financial Planning and Coaching
- Cash Flow Management
- Financial Security and Retirement Projections
- Education Needs and Savings Plans
- Income Tax Projections and Planning
- Debt Consolidation and Management
- Social Security Maximization
- Wealth Accumulation for Goals
- Distribution Planning
- Business Coaching and Strategies
Financial Planning
and Coaching
and Coaching
Investment Management
- Full Range of Fee-only Investment Products to Support Your Needs
- Mutual Funds, Exchange Traded Funds, Individual Stocks and Bonds
- Real Estate Investment Trusts
- Fixed and Variable Annuities
Investment
Management
Management
Retirement Planning and Plan Management
- Individual Plans: IRA, Roth IRA
- Small Business Plans: SEP IRA, Simple IRA, 401(k) and Solo K
- Participant Plan Support and Recommendations for 401(k), 403(b) and 457
- Employer Support for Retirement Plan Design, Implementation and Management
Retirement Planning and
Plan Management
Plan Management
Estate Planning and Protection
- Minimizing Estate Taxes and Settlement Costs
- Ensuring an Easy Transfer of Wealth to Heirs
- Strategies for Planned Giving
- Charitable Giving and Trusts
- Life Insurance Need Analysis, Options and Implementation
- Long-Term Care Insurance Needs Analysis and Acquisition
Estate Planning
and Protection
and Protection