Individual Clients

Service. It’s what differentiates us from the group down the street. The confidence that our clients place in us is something we take very seriously. We consider it a privilege to provide a broad range of services to meet our clients varying needs. We understand that your goals and dreams can’t be reached with a cookie-cutter approach. Our services are uniquely tailored to address your specific concerns.

• Independent, Objective Portfolio Analysis
  
• Asset Allocation Review
  
• Long Term Care Cost Benefit Analysis
  
• Estate Tax Reduction & Financial Legacy Review
  
• Beneficiary Review
  
• Asset-Cycle Portfolio System® Retirement Income Roadmap
  
• Income Tax Reduction Analysis
  
• Social Security Maximization Analysis
  
• Pension Maximization Analysis
  
• Income Replacement Needs Assessment
  
• Multi-Generational Qualified Disbursement Review
  
• Roth IRA Conversion Report & Analysis
  
• In-Force Life Insurance Audit
• Simple & SEP IRAs
  

Your specific circumstances will determine the potential need for the services listed above, as well as the possibility for additional planning solutions.