Retirement Planning
Review your retirement plans available, assist in choosing your investments, and understand savings needs. We help navigate retirement plans for the self-employed including Defined Benefit Plans (Cash Balance Plans).
Debt and Cash Flow
Analyze current spending habits and devise a strategy for debt payoff. Extensive financial counseling is provided.
Student Debt Repayment
With a designation as a Certified Student Loan Professional, we are experts in saving for college, applying for student aid, and loan repayment strategies.
Risk Minimization
We will review your insurance needs and work directly with the insurance broker of your choice to protect you from financial disasters without being oversold.
Investment Management
We tailor diversified asset allocation strategies to your goals and risk tolerance. We welcome DIYers to manage their own investments and provide guidance along the way.
Estate Planning
We evaluate your estate tax exposure, review your current estate plan (wills, powers of attorney, trusts), and will prepare you any meetings with estate planning attorneys as needed.
Employment Benefits
Evaluate and decipher offerings such as health insurance, disability insurance, retirement plans, FSA, etc.
Tax Planning
We implement tax-efficient plans across all our services, collaborating with your tax professional to develop optimized tax strategies. We will also review your returns with you to address any concerns with your tax professional.
Solopreneur/Gig-work Guidance
We guide "1099 gig workers" through their business journey, offering support in navigating challenges like insurance planning, entity formation, tax-planning and benefit creation.
You choose the goal.
Tax Planning
Employment Benefits
Investment Management
Risk Minimization
Debt and Cash Flow
