Our Services

Household Services

We have questions for you as we work with you to build a financial plan – a money framework of why, for what, and for whom you save. 

Questions such as: what are your thoughts about taxes (especially for the future)? Who depends on you? What does retirement look like to you?

Based on your goals we offer advice, and a path to answers, on:

  • Saving for retirement
  • Saving for college expenses
  • Saving for real estate purchases or other ventures
  • Protecting those you love
  • Protecting your income
  • Working with you to optimize retirement benefits


This is a short list because first and foremost we recognize that whatever your money goals are, regardless if they appear similar to your neighbors, those goals are YOURS and unique to your living situation.


Business Services

As a small business owner, we salute you. With all the roles you fill it is understandable that the “Human Resources” role can be the most trying. Given the current environment for small businesses, we can help you navigate the HR world with help on:

  • Retirement plans like 401(k)s or SIMPLE IRAs
  • Working with your CPA and/or bookkeeper for efficiencies
  • Key man insurance 
  • Buy-sell agreements
  • Business valuations