Hourly/Project Format:

Come in for a professional view on what you are doing on your own, or what you have hired someone else to do. No long term comittment needed! Perfect for do it yourselfers and individuals new to investing.

Many times a comprehensive plan is not needed however an adjustment to current plans or a beginning to investing guide is needed. Flawless way to provide peace of mind on current plans or to start your investing in the very best way with low cost products and flexibility.

Highlights:

• Depending on your knowledge level the implementation of financial planning and investment recommendations can be handled by yourself or with us by your side.
• Tools and tips provided to help monitor financial planning and investment recommendations
• Reviews and contact on an as needed basis
• Client generally Initiates contact for changes in situation and reviews (at least yearly is recommended, changes to asset allocation, investment alternatives, contribution amounts, etc.)

Comprehensive Planning Format

Let us help you along the road of life, creating a written and detailed financial plan, updating it as needed throughout the year, and helping to implement the necessary steps to achieve your goals. Visit the office or schedule a conference call as many times you need throughout the year with a Financial Advisor.

Plan Highlights:

• Implementation of financial planning recommendations
• Guiding you through the implemenatation and monitoring of certain investment accounts
• Semi-Annual reviews for financial planning goals and certain investment accounts
• Initiating future contact with you regarding your financial planning goals
• Access without the worry of being billed

Investment Management

Hire us to manage your portfolio with the flexibility, liquidity, and savings of no-load funds and exchange traded funds with little or no trading fees from our custodians. This model is appropriate for individuals that want to delegate the responsibilities associated with portfolio management.

Plan Highlights:

• Tactical asset allocation
• Completing account paperwork
• Completing account rollover / transfer process
• Placing all recommended trades
• Annual account reviews
• Additional consultations on an as-needed basis
• Initiating client contact on an as-needed basis
• Ongoing investment recommendations (e.g. for additional investments)
• Account / investment monitoring

The bottom line:

Our Clients come first