POWER INVESTING - Put power in your finances

Typical clientele: families and small businesses

POWER INVESTING
Put power in your finances

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We offer a comprehensive array of professional services to help our clients to achieve their financial goals. We will work with you to create the right personalized package of services to meet your needs. All services are fee-only (no commissions).

Diversified portfolio Investment Advice

Individualized professional management

Asset allocation and rebalancing

IRA, 401k, 457, 403b guidance

Integrate financial changes with life changes

Secure nest egg Financial Planning

Retirement and estate planning

Navigating financial transitions
(job loss, small business venture, early retirement)

Insurance analysis

Tax return forms Tax Preparation

Individuals

Small businesses

Estates and trusts

Amended returns and late filings

New home Real Estate Loans

Mortgage loans (flat fee)

Refinance loans (flat fee)

Home purchases and sales

Loan education