Planning for Individuals                                        

We understand that everyone's goals are unique - and we strive to create strategies that fit your needs.  Our clients have personalized access to professionals for financial goal setting and planning, with trend-setting tools to assist with your questions:

• Am I saving enough?
• Am I invested properly? 
• Should I consolidate old IRAs and 401(k)  accounts? 
• Am I taking into consideration my spouse's retirement assets?  

Individual Solutions include:

• Holistic Retirement Planning
• Reviewing Asset Allocation Strategies
• Reviewing Protection Needs (Life & Disability Insurance)
• Financial Independence & Goal Setting 
• Roth IRAs / Traditional IRAs  
• Risk Management        
• Rollover Assistance                                               
• College Savings  
• and much more