Investments
Investing can be confusing
Let us help take the confusion out of it.
We are a full-service organization, with a number
of specialties
Investment Management
- Advise in the selection of investment vehicles
- Retirement and income planning
- Monitoring of accounts and quarterly summary statements
- Focus on tax-efficient withdrawal strategies
IRA, Estate, Inheritance and Tax Planning
- Work with you and/or your accountant in preparing tax returns
- Work with or refer you to an attorney for wills, trusts, and other directivesReview all assets and confirm post-mortem desires
- Introductory meeting with all primary beneficiaries
Recent or Soon-to-be Job Changers
- Advice on how to set up new 401(k) or other retirement plan
- Assist in the selection of other benefits provided by your new
- Evaluate the total benefits package of a prospective employer
- Educate on appropriate choices of prior company retirement plan(s)