We make the following advice and services available to our clients:

Integrated Financial Planning

• Comprehensive assessment of your goals, situation, and risk tolerance
• An opinion on what we consider the strengths and weaknesses in your current plan
• Advice on allocating your investment assets for specific goals
  
• Investments we believe to be low cost and tax efficient
• On-going investment management and progress reporting
• Scheduled reviews to keep pace with your situation
• Account aggregation offered through CASH Edge
  
• Coordination with your other advisors

Cash Management

• Investment options for your cash and near cash reserves
• Automated funds transfer service through Charles Schwab
  

Retirement Services

• Integrated planning of all your retirement assets including employer plans, IRAs, Social Security, and pensions
• Employer rollover accounts
• Traditional and Roth IRAs accounts
• Required minimum distribution services through Charles Schwab
  
• Small company retirement plans, SEPs, SIMPLES, one-person 401k and 401 K's
  

Investments

• Discretionary and non-discretionary investment management
• Portfolio design and implementation
• Portfolio rebalancing

Education Planning

• Access to 529 College Savings Plan
• Education Savings Accounts
• Custodial accounts

Online Access

• Access to secure custodial website for online account information
• Market information and trade order status

Secure Online Vault

• Store sensitive financial documents, wills, and trusts documents through Hostmonster.com