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WHAT WE DO

SERVICES


Project Planning

Custom planning and advice tailored to your needs – big or small.

Ongoing Planning + Investment Management

Our complete planning and investment solution with ongoing services.


Services AvailableProjectOngoing
Goal Planning
Retirement Preparedness
Healthcare Costs Analysis

Social Security Strategies

Portfolio Risk/Reward Analysis
Investment Advice & Recommendations
Insurance Analysis - Life, Long-term Care, Disability Needs
Estate Planning Guidance
Simplification Strategies
Implementation Checklist

Investment Management 
Client Portal to Financial Plan & Important Documents 
Account Aggregation 
Digital Document Storage and Sharing 
Coordinated Planning with Tax, Insurance and Estate Advisors 
(Typical flat fee, determined at inception, exceptions apply)$ 250/hr$750-$2500/qtr




I'm Interested