Services for Select Clients Financial Planning Create a Financial Plan that will help you achieve your retirement goals Income and Expenses Analysis Specialized Planning Assistance (Elder Care, divorce/inhertitance issues, etc) Qualified Plan Consolidation Tax Planning Plans are updated yearly or as needed Investment Management We believe in a pro-active, tactical approach to investing. This involve ongoing analysis and periodic changes based on changes in market conditions. Ongoing Risk Profile Evaluation Active 401k and Outside Investment Reviews Protection Planning As part of your overall Financial Plan we will review a varitey of coverages with you, including Life, Disability, Long-Term Care. These are designed to protect you, your assets, and to pass your assets efficiently as possible.s. We also provide:Annual Review with Individual AdvisorState of the Market & Mid- Year Halftime SeminarsOngoing review of your financial plan and current needsDirect personal involvement with your professional advisors (CPA, Attorneys, Trustees,etc)Referrals to Specialist AdvisorsEducation held in our State of the Art classroom with helpful guides and whitepapersBi-weekly Market UpdatesMonthly NewslettersQuarterly MagazinesClient Appreciation Events throughout the year Have a Question Name Email Phone Question Thank you! Oops!