Comprehensive financial services to plan for and enjoy retirement

You receive four basic services from us: retirement planning, investment management, income distribution and wealth transfer.

We take a client-centric, holistic approach to asset management, matching cash flows and investments to create an optimal income stream, while minimizing tax consequences and costs.

Our core services include:

• Asset management (portfolio review and structure)
• Financial consulting (retirement investments)
• Retirement planning and income distribution strategies
• Wills and trusts (facilitate)
• Estate planning (401(k) review, profit sharing, pension design and management)
• Tax strategies
• Protection planning (insurance analysis and advice)
• Mortgage banking
• Charitable giving
• Business continuation
• College education funding

To accomplish your goals, we use a proprietary software application, , developed by Vector. This helps us determine your specific investment policy so that your invested assets will have a high probability of delivering a pension-like stream of income to you.

We meet with you regularly to evaluate our progress toward your goals and to answer questions. We also provide you with written progress reports.