Areas of Expertise
- Existing TSP/401k Optimization and Roll-over
- Comprehensive financial planning utilizing the latest technology tools (Riskalyze)
- Professionally managed money, Strategic and Tactical with proper diversification.
- Assistance with company specific retirement decisions, Pension, and Social Security
- Small Business planning
- Select insurance products
- Low client to Advisor ratio
- No proprietary products, only low underlying fee allocations.
- Strategies to ensure that your money lasts through retirement which could be 30 plus years
- Assistance with Legacy and Estate planning
- Individual to Small Group Healthcare plans
- Ancillary Healthcare related products (virtually anything that you'd need)