Click the link immediately following each item to read the full blog post.
1. We care more about you, your life, your hopes, your dreams, your fears, and your money than anyone who doesn’t share your last name. Click here
2. We help you become the visionary for your own life. Click here
3. We adopt a Fiduciary Standard in our relationship with you. Click here
4. We help you determine and manage the complexities of your IRA RMDs. Click here
5. We perform a detailed analysis and recommend when to start taking Social Security benefits. Click here
6. We guide you to think about areas of your financial life that you may not have considered. Click here
7. We ask questions to really understand your needs and objectives. Click here
8. We help you reduce mutual fund and ETF managerial and transactions expenses, allowing you to keep more of your money working for you. Click here
9. We work with you to understand how much retirement income you can take from your investments without running out of money during your lifetime. Click here
10. We help you determine where you are at the present time. Click here
11. We guide you through difficult times in the stock market by sharing historical data and perspectives. Click here
12. We review and recommend life and other insurance policies to protect your family. Click here
13. We assist in preparing an estate plan for you. Click here
14. We help you choose the appropriate custodial accounts and 529 education savings plans. Click here
15. We stay up to date on changes in the investment world. Click here
16. We review your existing IRA's. Click here
17. We provide investment advice without the bias of any commissions or kickbacks. Click here
18. We help you pass on your vision and wealth. Click here
19. We monitor life and family changes. Click here
20. We help you prioritize your financial actions. Click here
21. We help educate you and your family in financial concepts. Click here
22. We help you formalize your goals and put them in writing. Click here
23. We help you find ways to reduce your tax burden. Click here
24. We help you set up a personal or company retirement plan. Click here