Services
What we do:
- Investment portfolio design and advice
- Retirement planning (are we saving enough? will we outlive our money?)
- College education planning and funding analysis
- Employee benefits and stock option planning
- Coordination with and referrals to associated professionals
- Advice related to most personal financial planning areas
What we don’t do:
- Discretionary money management
- Debt management or credit score improvement
- Budget counseling
- Tax return preparation or filing
- Financial product sales
- Legal document drafting or execution
Our services are typically cost-effective for families:
- With no consumer debt and
- Who are saving at least 10% of their gross income (if not yet retired) and
- Have household incomes greater than $150,000 and/or investment accounts (including company plans) greater than $250,000.