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).
Analyze current spending habits and devise a strategy for debt payoff. Extensive financial counseling is provided.
With a designation as a Certified Student Loan Professional, we are experts in saving for college, applying for student aid, and loan repayment strategies.
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.
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.
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.
Evaluate and decipher offerings such as health insurance, disability insurance, retirement plans, FSA, etc.
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.
We guide "1099 gig workers" through their business journey, offering support in navigating challenges like insurance planning, entity formation, tax-planning and benefit creation.
