Our Services
We partner with our clients to assist in making informed decisions that are in their best interest
Financial Planning "Capital Plan"![](/files/88140/mac%20pie%20chart.jpg)
- Comprehensive financial plans that illustrate where you are today, where you want to be, and what steps need to be taken to help get you there —and keep you there
- Topics include retirement, estate, tax, and college planning, as well as risk management needs
Wealth Management![](/images/house_and_glasses.jpg)
- Portfolio construction using a holistic approach consistent with your risk tolerance, needs, and time horizon
- Continual monitoring and review
Pension Consulting![](/files/88140/Pension%20consulting%20ist%20page%20pic.jpg)
- 401(k)
- Defined Benefit
- Profit Sharing
- Simple IRA
- SEPP
- 403(b)
- 457 (b) & (f)
- Non-Qualified Deferred Compensation
Risk Management ![](/files/88140/jigsaw_puzzle_people.jpg)
- Minimize loss due to premature death, disability, and long term care with appropriate insurance, if necessary