Through an initial complimentary consultation, we determine where you are in relation to your financial goals. Recommendations will be made based on where you are at in the process.

Services offered include:

  • Help with decisions on what to do with an inheritance
  • Help with budgeting
  • Setting up your emergency fund
  • Setting up your debt repayment plan
  • Retirement planning including use of Traditional and/or Roth IRA's, and Annuities
  • Guidance on what to do with your 401(k) plan when leaving your employer
  • Small company retirement plans such as SIMPLE, SEP, and 401k
  • ESA's and 529 plans for college savings
  • Term life insurance