Financial Empowerment is In Your Future

Where are you in your financial planning? 
We have the tools and expertise to help guide you on your path.

Retirement Planning

If you are ready for an active retirement or just want to make sure that you are doing the right things, we will help you make sure you are on the right track.

Decisions We Help you Make

How will I replace my paycheck?
When should I begin to collect social security?”
Can we cover medical expenses if we retire before 65 and Medicare?
Are my investments too risky, too conservative, or appropriate for my stage of life and situation?
I would like a lifestyle change, pursue a second act, become self-employed or you tell us….Can I afford this?

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Making a Life Transition

We help clients as they navigate life events such as death of a spouse or family member, settling inheritances, or transitioning to a new career or self-employment. The decisions that must be made can be difficult. We will be with you as you navigate the overwhelming choices that you face so you can make the best decisions for yourself and your family.
For information on services we provide Pre, During, and Post Divorce please click here

Decisions We Help You Make

Determine your current financial situation, concerns, and goals for your future life
Discuss the financial opportunities and trade-offs for your potential paths
Business decisions that come with being your own boss
Evaluate and secure appropriate services providers
Act as a trusted advisor and confidant
Actively listen, advocate and bring honest and credible solutions

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Charting the Course

Identify priorities, set realistic goals, and develop a workable plan with a financial roadmap that will keep you on course.

Decisions we help you make

Are you saving for any large purchases?
Do you have a realistic budget?
Have you started to prepare for retirement?
What are your must haves in life that require savings?

Investment Portfolio Review

We gather information about your goals, risk tolerance, tax situation, and liquidity needs. We then review your current holdings and recommend changes to your portfolio. You follow through by reviewing our recommendations and placing trades. Our recommendations will consider your existing holdings and the tax consequences of making changes to the individual positions.

Decisions we help you make

Arrive at a target allocation based on your risk profile, as determined by your response to questionnaires, information you provide and discussion.
Review and advise on investment positions in your current portfolio

Here is How We Get You There

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The Financial Revision

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The Life Revision