Services

Lives well planned are lives well lived. Whether you need individual or small business retirement plans, help in reducing the effects of taxation or inflation, or assistance in providing a meaningful legacy to those you leave behind, we will carefully analyze your current situation and goals and provide simple, effective solutions so that together we can take the guess work out of your financial future

Our cutting-edge technology allows us to pinpoint your acceptable levels of risk and reward with unparalleled accuracy, helping us to make sure that your portfolio aligns with your goals and expectations. Simply answer a few questions about how you feel about investing and then we’ll pinpoint your exact Risk Number (it’s like your “sleep number”). Then we’ll craft a portfolio that aligns with your comfort level and compare it to the portfolio you currently have.

Professional portfolio management is the option of choice for those clients who see the value in transferring the time consuming details of managing their own retirement/investment accounts in order to achieve superior returns, lower costs, and risk minimization while removing the potentially catastrophic long term effects of emotional decision making. Run your retirement/investment accounts like a business by partnering together with us to create your own professional portfolio management team where control is not relinquished but increased.

Perfect for those investors not requiring the high degree of oversight provided by Professional Portfolio Management or for those individuals not nearing retirement where the complexity of their financial situations increases significantly. This option provides leading-edge risk management technology and select portfolio options with the personal relationship and judgement of a human advisor. Investors set up their accounts, determine their goals, risk tolerance, and time horizon. Behind the scenes we’ll monitor the portfolio and recommend periodic adjustments. Although the client assumes some of the decision making with this option they are never really alone. By appointment the client can speak to a CFP® credentialed advisor by phone, video conference, or email.

Confidential Questionnaire
Cash Flow Questionnaire
Investment Questionnaire

TD Ameritrade Account Documents:

Standard Account Application
Standard Account Deposit Slip
IRA Account Application
IRA Account Deposit Slip

You can access your T.D. Ameritrade Institutional client account here.