550 Kinderkamack Rd
Financial Planning: We take the 7 steps of financial planning process very seriously. These will not be the same for everyone, but we use the structure to build a solid foundation from which our relationship can grow. After we take inventory of your situation, we determine where you are, and where you want to go.
Investment Management: We take an outcome driven approach more so than the typical performance driven models. Your investments will be chosen with your goals and specific input in mind. We will not take unnecessary risk, and do not believe in a one size fits all mode. Instead, we focus on guidance and education, so that our clients understand their investments and believe in them as we do.
Tax/Estate Planning: We work hand in hand with your professional and legal advisors to facilitate your desires. By quarterbacking these relationships, we are able to complete a comprehensive plan for you and your family, now, and for many years to come.
Corporate Structure and Benefit Planning: We feel that business owners should focus on that, owning and running their business. It is our job to take the stress out of the dollars and cents in your business, and provide sources of capital and savings in order to free you to accomplish what your business set out to do.
Exchange Traded Funds
Public Real Estate
Money Market Funds
Retirement Plans: 401k, 403B, 457, SEP, SIMPLE, IRA
Tax Plans: Donor Advised Funds & Pooled Income Funds
College Plans: 529 and Custodial Accounts
Trust Account Services
Employee benefit Packages: Stock Options, ESPP, Restricted Stock
Disability Income Insurance
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