Our Services Personalized face-to-face customer service Help you select and design a retirement plan for you or your business…such as IRA, Roth IRA, 401(k), Simple IRA, Keogh, Defined Benefit. Research and offer advice in selection of investments for your retirement plan…always keeping your tolerance for risk as part of the selection process. Monitor the investments in your plan and use Annual Reviews as a “tool” to make suggestions to any changes that may need to be made in order to achieve your financial goals. Review all your assets with an eye toward tax efficiency…suggesting possible changes that will reduce your current and future tax bill. Review your current life insurance portfolio and do a current risk assessment; then offer suggestions on how to improvement your current coverage. Help in the selection and design of a college-education funding program for your children or grandchildren…529 & UGMA. Social Security education and planning…when and how to begin. Estate & Wealth transfer planning…working with your Attorney. Position your assets to take full advantage of tax law provisions… working with your CPA. Help in designing a “Business Exit Strategy” to maximize profits. Make specific recommendations to help you meet your goals and suggest creative alternatives that you may not have considered. A wise sounding board for ideas you are considering. Our Service Promise: Return phone calls promptly…by close of business day. Quarterly customer contact…to follow-up on any service needs. Annual or Semi-Annual reviews…progress reports. Quick turnaround for request of paperwork, statements, reports.