How We Serve
Plan Level Support
Personalized Solutions
Receive customized financial advice to address unique needs and enhance your retirement readiness. This allows you to sit one-on-one and receive true support.
Pension Planning
Ensure a secure retirement by maximizing your pension benefits with tailored strategies to meet your long-term goals.
Retirement Planning
Achieve peace of mind with a structured retirement plan that aligns with your lifestyle, income needs, and future aspirations.
Expert Guidance
Benefit from professional insights to navigate complex financial decisions and create a sustainable retirement path. 35+ years of experience with public service employees.
Fee-Based
An Assets Under Management (AUM) fee aligns your financial advisor’s success with your own by charging a percentage of the assets they manage on your behalf. This fee structure incentivizes your advisor to grow and protect your investments because their compensation increases as your portfolio value grows.
It’s a win-win approach that ensures your advisor is fully committed to achieving your financial goals, providing ongoing, personalized guidance, and proactive management tailored to your unique needs. Assets up to $1,000,000 are assessed a 1% fee. Over $1,000,000 are assessed a .9% fee.
- Unbiased Advice: Fee-based advisors provide objective recommendations without product commissions, ensuring personalized financial solutions.
- Comprehensive Planning: Clients receive holistic strategies, including investment management, retirement planning, tax optimization, and more.
- Transparent Fees: Upfront costs ensure clarity, eliminating hidden charges.
- Ongoing Support: Advisors build long-term partnerships, focusing on continuous financial planning and adjustments for evolving client needs.
Individual Support
If you’re not involved in one of the many plans we service, we believe in providing high-quality financial advice at competitive rates. No hidden fees and full transparency.
All plans include personalized advice, investment management, and ongoing support. Fees are billed quarterly.
To fit your unique situation, we offer both financial planning and private client opportunities.
Medicare Done Right
We can remove the complexity of choosing the right Medicare plan, and help you understand which options cover the most prescriptions you use to provide the best bang for your buck and educate you on various savings plans that may be available.
analysis
By taking a look at your doctors, prescriptions, and benefits you desire we are able to find a plan that fits your needs.
implementation
We make this simple. Enrolling in a plan may take less than thirty minutes.