Financial Planning & Investment Management:

• Personal finance consulting - cash flow/ budgeting, debt management (student loan, credit card), insurance planning (life, auto, home), building an emergency fund, major purchase planning and advice (ex. new home, new car), etc.
• Advise clients on long-term financial goals (retirement savings and investment plans, college savings plans, etc.) and best options and strategies to achieve goals.
• Set up and manage retirement accounts (IRAs), college savings accounts (529 plans) and general investment accounts, including initial investment selection and monitoring.
• Rollover and consolidate previous job retirement accounts (401(k), 403(b), etc.) and IRAs.
• Unbiased advice and transparent fees for all services. No commissions, no sales charges, no hidden fees.

 Retirement Plans for Non-Profits/Small Businesses:

• Educate organizations about plan options suitable for their organization (401(k), 403(b), SIMPLE IRA, etc.).
• We specialize in high-quality, low-cost, hassle-free plans for small organizations (100 or fewer employees) sponsored by leading investment companies.
• A-Z service: From initial plan set-up and completion of plan documents to selection of plan custodian and employee enrollment, we do it all.
• We offer one-on-one meetings with employees to help them fully understand their plan's benefits and select an appropriate contribution percentage and investment mix.
• Our year-round support and service allows organizations to offer this valuable employee benefit with no hassle and minimal costs.
• Click here to request a custom, no-obligation retirement plan comparison for your non-profit organization or small business!