Client Solutions

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