Retirement Planning Services

• Review current asset allocation within your employer provided retirement plans such as 401(k)’s
• Discuss and review advantages and disadvantages for your 401k & Pension Rollovers
• Develop a written Investment Policy Statement (IPS) to identify investment objectives and risk profile
• Review your investments and design personalized portfolios appropriate to your goals, timelines, risk tolerance and performance expectations
• Complete quarterly meetings or calls to review and evaluate your investment performance

Insurance & Risk Management Services

• Analysis of your risk management needs, now and in the future
• Implement a Policy Review Program to provide objective assessment of current risk reductions strategies
• Complete Annual review of Life, Disability, & Long Term Care policies

Family Wealth & Estate Planning

• Analyze  your current estate plan and concerns
• Provide Complementary, no obligation consultation with a qualified estate planning attorney
• Providing guidance with the appropriate steps, necessary paperwork and handling of ownership transference in the event of death of a loved one

Client Services & Communications

• At a minimum, perform an annual review of investments, progress towards goals and adjustments if needed
• Periodic reports and commentary outlining current events and the impact on your investments and portfolios
• Invitation to Educational Events, including Client Appreciation Events (where you may invite up to 2 guests)