We offer an extensive range of financial planning products and services to help our clients reach their long term goals and objectives.
Financial Planning:
- Wealth Preservation – Individual Asset Allocation, Goals and Objectives Analysis and Review
- Estate Planning – Legacy Planning, Charitable Giving, Asset Preservation
- Insurance Planning – Needs Analysis, Policy Review & Evaluation, LTC Concepts
Personal / Family Retirement Planning:
- 401k/IRA Rollover Analysis, Evaluation and Consultation
- Required Minimum Distribution (RMD) Planning
- Employer Sponsored Retirement Plan Allocation and Assistance
- Individual Retirement Accounts: Traditional, Roth, SEP & Simple IRA’s
Fee Based Investment Advisory Services:
(offered through Harbour Investments, Inc.)
- Professional Money Management
- Implementation of Personal Investment Policies
- Portfolio Evaluation Management and Review
Income for Life Strategies:
- Social Security Planning
- Veterans Benefits Assistance
- Inflation Adjusted Income Strategies
Corporate / Business Retirement Plans:
Let us take the concern out of your hands with our “Turn Key” programs!
We can provide:
- Simple & SEP Plans
- Plan Review Design & Implementation
- Investment Policy Development
- ERISA Evaluation
- Employee Education Programs & Meetings
Tax Reduction Strategies:
- Tax Efficient Portfolios – Tax Deferred Investment Accounts