Services

Financial Planning and Wealth Management

A clear road map is essential to a successful financial planning. The first step is getting to know you. This allow us to identify your goals, investment objectives, time horizon, near/long term events and what is important to you. Next, we develop the plan of action which may include working with other advisors such as attorney and accountant. Then, we implement the plan. After this, we monitor, do plan review on a regular interval and adjust the plan when there is life change.

Planning services

College Plans
Estate Plans
Tax Plans
Retirement Plans - IRA, SEP, 401K, 403b
Profit Sharing Plans Tax Plans

Investment Management

Asset Allocation Analysis
Tax Analysis
Risk Analysis
Portfolio Implementation and Trading
Portfolio Rebalancing
Tax Loss Harvesting
Quarterly Reporting
Ongoing Research and Client Communication

Risk Management

Life Insurance - family protection, liquidity needs and estate protection strategies
Long Term Care
Disability - Income replacement