There are many financial products on the market, and choosing the ones that best meet your needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment with a fiduciary financial advisor like a CERTIFIED FINANCIAL PLANNER™. After an initial meeting, you are better informed when the time comes to build a financial plan, and implement a strategy that addresses your unique situation.

Investment Advice and Financial Planning Topics Include:

  • Comprehensive Financial Plans
  • 457(b) Deferred Comp Plans-- Pre-Tax and Roth (after tax)
  • DROP Analysis
  • Pension Planning
  • Individual Retirement Accounts
  • ESA Educational Savings Accounts
  • 529 qualified tuition plans
  • Mutual funds