Providing professional guidance, exceptional service, and access to outstanding investment managers that have been pre-screened. Clients can open a variety of managed portfolio’s including diversified stock baskets, ETF’s and Mutual Funds, each with specific goals in mind such as capital appreciation, retirement income or speculation.
Every client enjoys quarterly reviews, and annual financial planning meetings. If you are looking to free up your time, reduce the stress that managing your wealth entails and diversify your portfolio talk to a member of our Investment Team today to discuss the wealth solution that is right for you.
We work with private companies, foundations and non-profit organizations. Whether your group operates in multiple states or is a small, single-office startup, we can help you with your retirement plan. No plan is too big or too small for our team. We will perform our Retirement Plan X-Ray and provide you with a detailed breakdown of your current plan, fees and potential issues. Our diverse team can create and manage the following retirement plans: 401(k), Solo-401(k), 403(b), Profit Sharing, SEP-IRA, ESOP, SIMPLE-IRA, Cash Balance Plans, Defined Benefit Plans and more. After reviewing your Retirement Plan X-Ray, we will create a unique plan that best suits your organization’s needs.
Education and Management
We provide three different levels of consulting services to individuals and organizations; Bronze, Silver and Gold. Each tier of consulting offers various levels of services, meetings and education. Please contact us to learn about the different tiers and pricing