Investment Planning

Investment planning involves more than simply managing investments.  As part of our holistic approach to financial planning, we work with you to develop a strategy that works for you, and a plan that you can understand, so you can confidently move toward your financial goals.  As your financial partner, our goal is to construct investment portfolios that are specifically tailored for you, in accordance with your unique objectives, risk tolerance, and time horizon.

In addition to focusing on returns on your investments, we also focus on the most critical years in your financial life – the 10 years before and after you retire.  The decisions you make regarding your investments and plan will be tested during these years, and we make sure that you are well-prepared with a strategy that will protect and grow your assets during this crucial time.

Whether you’re a small business owner looking to maximize retirement contributions, a family wondering how to pay for college and still be able to retire, or you’re just simply wondering if you’re doing the right things with your finances, we can help.  Our advisors are trained to help you identify the deficiencies in your plan and then work with you to define a strategy that you can confidently move forward with!

Our primary services include:

  • Retirement and Financial Planning – We work with you to define savings goals and strategies to track your progress in funding your retirement and financial goals.
  • Investment Management and Portfolio Construction – With the use of stocks, bonds, mutual funds, exchange-traded funds, alternative and insurance-based investments we help you to develop an asset allocation unique to your time horizon and risk tolerance.
  • Retirement Plan Strategies – We have professional knowledge of a wide array of retirement plans, including 401(k)s, 403(b)s, 457s, and Individual Retirement Accounts (IRAs).
  • Employer Sponsored Retirement Plan Design and Implementation – There are a lot of choices for retirement plans for business owners.  Our goal is to help you navigate the options and come up with a solution that benefits both you and your employees.