Whether you are in retirement, close to retirement, or beginning your career, we will develop a unique plan that fits your situation.
CASH MANAGEMENT STRATEGIES
Optimizing your cash flow plays an important role in your financial life. Together, we can create a strategy to address debt reduction, increasing savings, or just putting together a realistic budget.
We can guide you on the appropriate route to save for the education that is important to you and your family.
Donating the right assets at the right time and in the right way are a part of a properly designed strategy.
We do not sell insurance of any kind, but we have the knowledge to direct you in the right direction. We are able to guide you to make the best decision on choosing life insurance, long-term care insurance, property and casualty insurance.
We can help you through the process of what to do with your old 401K either by rolling it into an IRA or into your next employer’s plan.
INDIVIDUAL RETIREMENT ACCOUNTS
Including Traditional and ROTH, accounts are customized with ETF’s (Exchange Traded Funds) and Mutual Funds to fit your unique goals and situations.
INDIVIDUAL INVESTMENTS ACCOUNTS
Managing investment accounts that are not tied to a qualified retirement account requires a lot of attention. We carefully manage these accounts to be as tax efficient as possible while still staying in line with your overall objective growing your assets. We do not use model portfolios.
Non-Profit and Endowment
We have more than 20 years of endowment management experience, including Chief Operating Officer for one of the top 10 public University endowments. Those assets grew from $330 million to $1 billion during management tenure. We have experience in creating and revising investment policies and work with organizations to create a long-term guide to preserve and utilize funds efficiently.