PORTFOLIO
MANAGEMENT SERVICES
We are unique in that we work with all of your investments even if they are held elsewhere. Our service provides an affordable way for an investor to have a personal risk assessment, investment review, a professional portfolio design and ongoing active investment management. We also evaluate, recommend, monitor and report on other assets that you want to remain invested where they are, but want someone to regularly oversee. These assets might include your company 401(k), certificates of deposit, annuities or inherited securities with low tax basis. (Click on Heading for more details)
INVESTMENT
REVIEW ONLY SERVICE
This service is for people who want to continue to manage their own investments.
We offer a unique service in that we consolidate in a report all of your current investments with our analysis and recommendations. This is typically a one time service.
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FINANCIAL
PLANNING SERVICES
Financial Planning Services includes reviews of your cash flow, advice on tax planning issues, we evaluate your investments, retirement plans, insurance needs and show you how much you need to save to meet your various goals. We also work with you and your attorney to make sure your heirs are protected from unnecessary probate fees and taxes in the event of your death.
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