SERVICES

At our firm, we provide expert assistance, through person to person contact, or remotely, via the internet, in the following areas:

INVESTMENT MANAGEMENT

We offer investment portfolio design and management on a fee-only basis. As we operate on the basis that investment management is a process rather than a product, we begin the process by identifying, and clarifying, the specific needs and objectives our client may have. We use these goals as guidance in determining an appropriate client portfolio and in considering the potential risks and rewards needed in order for our clients to achieve their objectives.

We find the methodology of asset allocation to be a useful tool, though not a substitute for ongoing attention, and responsiveness, to geopolitical and economic conditions and their potential impact upon our clients.

FINANCIAL PLANNING

Some of the types of financial planning offered.
  • Comprehensive
  • Retirement Planning
  • College Planning
  • Estate Planning
  • IRA Rollovers and Distributions
  • Charitable Giving
  • Special Needs Planning 
  • Non-traditional Couples Planning

FINANCIAL CONSULTATIONS

 
  • Divorce Issues
  • Portfolio Reviews
  • Second Opinion on Investment Proposals
  • Mediation of Business & Financial Disputes
  • Litigation Support or Expert Opinion