FINANCIAL
PLANNING APPROACH:
We focus
on three phases of financial planning:
· Accumulation
of Assets
· Preservation of Assets
· Distribution of Assets
Our methods
are primarily:
· Creation
of a well-planned financial plan
· Assembly of your assets and liabilities
· Evaluation of your retirement plan and government benefits
· Review of current investments
· Review of your estate planning such as wills and trusts
Our primary
tools are:
· Fee based
asset management services
· Searching out third party asset managers which meet your Risk/Reward
tolerance
· Concentrating on tax efficient investing
· Utilizing customized sophisticated software and other technology
systems to service your accounts
Our specialty-Retirement
Advisory Services:
· To owners
of 403(b), IRA and 40lK rollovers
· Calculation of contributions limit and IRS Required Minimum
Distributions
· Estate planning maximizing various retirement options and Stretch
IRA family planning
Disclaimer:The information
in this website is based on data gathered from what we believe
are reliable sources. This Web site is intended to give you information,
not investment advice. We do not guarantee its accuracy, nor completeness,
and it is not intended to be the primary basis for investment
decisions. It should not be construed as advice meeting the particular
investment needs of any investor. We may express opinions in this
site and elsewhere about allocating investments between asset
classes. This is NOT a specific investment recommendation to any
person or entity. We do not make 'personal investment recommendations'
to people or entities except to those who have engaged us expressly
for the purpose of providing professional investment advisory
and/or other financial advisory services. The process of making
specific and personal investment recommendations involves a close
understanding of our client’s objectives and expectations. Unless
we have this information, we are UNABLE to make ANY personal investment
recommendations.
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