Our Services

nest egg


 



 


 

Comprehensive Financial Planning is the core to successfully accomplishing any financial goal.  All of the services we provide stem from the financial planning process.  We recommend that every one of our clients eventually become a Level I client.  Sometimes, however, we are asked to focus one specific area of immediate need.  For that reason, we offer 3 levels of services.

Level I - Fee Based Comprehensive Financial Planning which includes:
 
  • Cash Flow Analysis
  • Net Worth Analysis
  • Risk Management Analysis
  • Group Benefits Review
  • Life Insurance Analysis
  • Disability Insurance Analysis
  • Health Insurance Review
  • Home, Auto, & Liability Review
  • Long Term Care Insurance Analysis
  • Education Funding Analysis
  • Retirement Funding Analysis
  • Strategic Distribution Analysis
  • Strategic Investment Analysis
  • Estate Planning Analysis
  • Stock Option Planning
  • Business Planning
 
Included in the comprehensive planning process:
 
  • Annual Plan Updates
  • Quarterly Investment Reviews
  • Financial Product Reviews
  • Unlimited Phone Consultations
  • Coordination of services with other Financial Advisors
 
Level II- Asset Management Only
 
  • Creation of a Strategic Investment Strategy
  • Creation of an Investment Policy Statement - which outlines how the assets will be managed
  • Quarterly Investment Statements
  • Annual Investment Reviews
 
 
Level III- Contract for Specific Individual Services Listed