Financial Life Planning
In the past, a financial plan was formed around solely having enough money to retire. Today, financial planning requires a more holistic approach, addressing not only when someone can retire, but what does your personal financial road map look like? Our planning process provides a collaborative experience where clients have access to their own interactive, online planning portal that integrates with all of your financial accounts. A financial plan should not be a one and done activity, but rather a work in progress that adjusts with changes in your life.
We help families and small businesses manage their investments and achieve their financial goals. As discretionary managers we take the burden of making investment decisions off our clients’ shoulders. With our professional management, clients can consolidate the number of accounts they own and have all of their investments managed as one entire portfolio. This will optimize the investment choices, provide simpler monitoring, and improve the overall efficiency and performance of the portfolio.
small business & nonprofit services
Are you a business owner looking to better understand your retirement plan costs or simply looking for a more effective way to help your employees save for retirement? We work with businesses to offer customized retirement plan services designed to educate employees, improve retirement readiness, and provide fiduciary support to plan sponsors. As a small business ourselves, we understand the time, attention, and responsibility that a 401(k) plan requires. Our process starts with a complimentary plan benchmark and cost comparison of your existing plan. Contact us today to get started!