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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Investment Management*

Your own professional investor on retainer.

We create, implement, monitor and manage an investment portfolio that fits your specific situation on a discretionary basis.

Our approach is simple: Choose the proper allocation, diversify broadly, minimize costs, and stay invested.

Investment Management also includes:

  • Risk Tolerance Analysis
  • Drafting of Investment Policy Statement
  • Quarterly Performance Reporting
  • Personal Financial Website - (see Quick Start Financial Planning for more info) 
  • Free Comprehensive Financial Planning services for clients with over $400,000 in AUM.

*$100,000 account minimum. For those who do not meet this requirement or prefer to invest themselves please see Quick Start Financial Planning where we can get you set up to manage your own investments.

Comprehensive Financial Planning

One-time comprehensive financial planning is for those who want a complete picture of their financial life.

The Basic Process:

  • A - Find out where you are financially
  • B - Identify and expand upon where you want to go
  • C - Come up with actionable steps and recommendations to get you from A to B

Depending on your needs, this includes:

  • Retirement & Investment Planning
  • Insurance & Health Care Coverage
  • Social Security & Tax Projections
  • Estate & College Planning
  • Cash Flow Analysis, Debt Reduction & Spending Plans
  • 1 year of access to your Personal Financial Website (see Quick Start Financial Planning for more info)

Some questions we often address:

  • When can I retire, how much will I have at my current savings rate?
  • How much do I need to save per month to reach my goals?
  • When should I begin drawing Social Security, what if I draw early?
  • Is my insurance coverage adequate, do I need long-term care?
  • How much should I be saving to put my children through college?
  • The possibilities are endless, but we can help with anything life throws at you.

Quick Start Financial Planning

If you aren't ready for a comprehensive financial plan, we also offer smaller "quick start" projects to help you with a few specific areas.

This is ideal for Generation X, Y & Z clients that may currently have a less complex situation, or for any individuals just looking for focused help with:

  • Second opinions on current investment allocations held away
  • Assistance setting up your own investments for those that prefer the DIY route
  • Budgeting, eliminating debt and managing cash flow
  • Moving funds from one employer to another
  • Investing 101 for beginners that are ready to get started saving
  • Review of current pension investment options and contribution rates
  • Review of employee benefit offerings at annual enrollment
  • Getting a firm grasp of when you should apply for Social Security benefits
  • Lump sum pension distribution options at retirement and account selections
  • The time is yours, you decide what to focus on

This also includes 1 year of access to your Personal Financial Website, where you can: 

  • Aggregate all your financial accounts - from banking and credit cards to loans and investment accounts.
  • Create a budget and control your cash flow as you see how it affects your goals
  • See your current Net Worth and how your decisions impact it over time