Your portfolio is diversified to produce your best possible return.  But is it taking into account all the channels to save you money?  Different investments affect your portfolio at different levels, as do changes in your goals.  We want our clients to have a holistic view of their portfolio, thus ensuring maximum overall returns.  In additional to our financial planning services, we also offer:

*Retirement distribution planning

* Social security planning

* Long term care

* Asset protection (estate work)

* Tax planning and consequences

* Referrals to functions outside of financial planning (e.g., CPA, estate attorney, etc.)

If your portfolio requires more asset management, we also provide:

* Asset allocation analysis

* Portfolio re-balancing

* Security research

* Trading

* Administrative housekeeping