Investment Advisor Financial Planner

SERVICES

Each and every prospect and client has different needs. We offer a variety of financial planning and advisory services for individuals and small businesses. Upon completion of our introductory meeting or discussion, we will review which services would be most beneficial for your personal situation and goals.

Financial Planning

Before we can build a house we need a blueprint. In order to achieve your financial goals we need a plan.

We will work together through the financial planning process to create an actionable and measurable plan to help get you on track for success.

Investing

Investing is not easy. Nobody can predict what the markets will do with any degree of certainty except that they will go up and down over time. We will create a strategy most appropriate for your goals, time frame and appetite for risk. We will keep fees low and reallocate to maintain our strategy over time.

401(k) plans

We offer comprehensive Plan Design, Recordkeeping, Custody, Fiduciary services and Transparent Low Cost Pricing in partnership with Vanguard and PAYCHEX.

As a Registered Investment Advisor, we partner with you as a co-fiduciary to develop and monitor your investment options. Included in our service is ongoing Participant Education. We work with your employees through workshops, online tools and one-to-one meetings to provide education and resources they can use to make informed decisions about their personal retirement.

For more information,

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for our dedicated

401(k) page.

401(k)

Adult Education Courses

We provide educational courses to the local community. Our courses review important life planning and retirement planing concepts and act as a foundation for adults interested in creating or updating their financial plan.

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Relationship

We will take the time to get to know you personally. We'll keep our meetings informal and focus on life not just the markets. We want you to be comfortable and confident and have trust in our relationship.