A complete evaluation of your current financial situation.  Advice is offered on a broad range of personal financial planning areas, including:

  • Retirement and Financial Independence Planning
  • Investment Portfolio Review, Design, and Implementation
  • Asset Allocation (portfolio diversification) suited to Risk Tolerance
  • Tax Planning
  • Cash Flow and Budgeting
  • Education Funding
  • Employee Benefits, including Stock Options and Grants
  • Consulting regarding suitable Retirement Plans for small businesses
  • Risk Management and Insurance
  • Estate Planning, Gifting, and Trusts
  • Periodic Reviews and Portfolio Rebalancing

We provides investment advice as an integral part of our financial planning services, but we do not provide continuous monitoring or supervisory services.

Pearl-spotted Owlet

Pearl-Spotted Owlet – photo by Grant Heimann