Services
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our committment is to utilize all our resoureces to help you pursue your goals. We can work with you in the capacity that you're most comfortable with.
Financial Planning provides objective recommendations on a comprehensive list of areas and topics. Choose the individual planning services that best suit your needs. Available hourly, à la carte, or on a subscription basis. No investment necessary.
Wealth Management includes planning components as well as fee-based investment advisory management.
Hourly Financial Planning
•Portfolio Analysis
•ATS Retirement Income Plan
•Retirement GAP Analysis *
•Pension Analysis
•Social Security Analysis
•Insurance Planning (Needs analysis, policy reviews, Long-Term Care)
•Budgeting and Cash Flow, Debt Management
•Estate Settlement
•Account Setup *
•DRS Retirement Applications *
*Discounted for NEA Members
Comprehensive Planning
Hourly Financial Planning Services Plus:
- Goal Monitoring
- Bi-Annual Reviews – updated strategy reports
- Investment Planning – Performance reporting and ongoing monitoring
- Online Experience (AdviceWorks Client Portal)
- Education – Monthly newsletters, webinars, support
- Employee Benefit Analysis
- Tax Planning – Roth conversion feasibility, RMD planning, tax strategies
Wealth Management
As Invesment Advisory Representatives
- Innovative portfolio construciton
- Dynamic risk management
- Account reviewed and market updated conducted quarterly
- Annual Face-to-face meetings