Our Services

Financial and Investment Planing on Your Terms

Financial & Investment Planning can require a significant amount of time, energy, and resources to manage.  We give you the opportunity to outsource some or all of this responsibility, freeing up time for the things in your life that are important to you.  Learn more about our services and how planning may benefit you by scheduling a no-cost consultation.

Comprehensive Financial & Investment Planning

Joint / Individual / Multiple Scenario

The holistic approach that covers just about everything! 

Main topics often include:  investment analysis/recommendations,retirement, education, estate, tax strategies and much more; ongoing maintenance; access to Wealth Vision (Wealth Vision is your Personal Financial Website, where you can keep track of your plan, financial situation and progress toward your goals.  Additional services provided as needed, such as Estate and tax planning.

Basic Planning

We will work with you to get started by focusing on your current goals and priorities and can add targeted strategies as needed.

  • Newly Married
  • Divorced
  • Starting Your Career
  • Creating a Budget You Can Live With
  • Making Sure You Are On The Right Financial Track

Prices are determined by the complexity of the plan.

Targeted Planning Strategies

Collaborate with us to either focus on the areas most important to you.  

  • Retirement Planning/Retirement Distribution Strategies
  • Advanced Tax Planning Strategies
  • Elder Care Planning
  • Long Term Care Planning
  • Spending / Budgeting - Strategic Money Management
  • Family Money Dynamics / Family Support Issues
  • Divorce Planning
  • Investment Withdrawal Strategies
  • Startup, acquiring and transitioning your business
  • Stock Options / Concentrated Position Management
  • Providing for Loved Ones / Multi-Generational Estate Planning
  • Business or Real Estate Investment
  • Compensation / Executive Benefits 
  • Premarital Financial Planning and Counseling
  • Post Divorce Financial Planning
  • Social Impact Investing - Using your money to make a difference
  • Charitable Giving - How to effectively donate money
  • Social Security Analysis
  • Education Planning
  • Life Insurance Needs

Hourly Consulting with CFP

For self-directed individuals, who would like strategic assistance from a credentialed professional.

  • CFP

Wealth Vision is your Personal Financial Website, where you can keep track of your plan, financial situation and progress toward your goals.

PLEASE NOTE:  For clients who utilize our investment services, some or all of these planning fees may be waives.


  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance