Taxes

• Tax Deferral
  When you leave your company – don’t leave your money behind! Rolling over your retirement account to an IRA has many advantages including improved flexibility, consolidated holdings, continued tax deferral and a dramatically increased range of investment opportunities. For many years we have advised clients on the rollover process and TD Ameritrade, our primary custodian, is one of the nation’s largest providers of IRAs.

Investment

• Investment Management
  Our firm is built around the concept that professional discretionary investment management can be delivered as a valuable and cost effective service. We pride ourselves in our ability to weed through the vast range of investments available in today's highly sophisticated financial marketplace - in order to find opportunities best suited to our client's goals.
• Wealth Management

Accounting

• Accounting Services

Planning

• Annuities
  A secure client site where you have your own login. Here we store copies of your important documents, updates and summaries for your easy access. This site also includes a summary of your combined holdings which is updated daily. We also include assets held outside of Schwab such as fixed annuities or limited partnerships.
• Asset Management
  First we develop an appropriate asset allocation strategy based on each client's unique risk tolerance. Obviously, one of the most rewarding investment opportunities has been the stock market - since it comes with a substantial long term average gain. However, that very enticing return can take a long time to show up - and for many investors, the interim volatility is more than they can handle - both financially and emotionally. Therefore, we believe that in many cases (but not all) reducing the level of risk by including a component without downside volatility is critical.