About
Registered Investment Advisor
Fiduciary
Independent
Fee Only
No Minimums
No Commissions
Services
Customized Financial Planning
Investment Management
Retirement Accounts
Social Security Analysis
403(b) Retirement Plans K-12
Retirement Income Planning
Pricing
Complimentary Introductory Meeting
Investment Management
Monthly Retainer
Hourly
Project Based
Annual Flat Fee
Long-Term Care Discussion
3 Minute Read Long-term care is increasingly becoming one of the more complicated financial planning items for individuals, couples, and families as it is so difficult to project and plan. Most of us have a retirement date, we know when our kids will begin college,…
Equifax Data Breach Settlement
4 Minute Read As you may have heard, the credit rating agency Equifax has recently offered a settlement to all individuals affected by their much-publicized data breach. Please find below a complete analysis of how this affects each of you along with some steps…
Average 401(k) Savings by Age
2 Minute Read A question I am asked frequently when discussing retirement; how much should I have saved? Some “experts” claim you need to replace 80% of your pre-retirement income, while other marketing campaigns by financial services companies want us to believe that we need close to…
