Scope of Services

  • Client Profiling & Establishing Goals
  • Personal & Family Customized Financial Planning
  • Retirement and Pre-Retirement Planning
  • Develop Investment Policy Statement, If Desired
  • Portfolio and Asset Allocation Analysis and Modeling
  • Cash Flow Analysis and Budgeting
  • Fee Based Services
  • Periodic Client Reviews for:
    • Portfolio Performance Evaluation
    • Capital Market Review and Outlook
    • Updates on Changes in Your Personal Situation
  • Estate Planning Strategies
  • Planning for Charitable Giving
  • College Cost Planning
  • Investment Education
  • Mortgage Restructuring
  • Insurance Review: Life Insurance and Long-Term Care
  • Group 401(k) Advice and Service