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Our engagement is tailored to each client's needs, encompassing some of the following areas. We offer a complimentary, no obligation initial consultation to determine the scope of work

Financial Planning

The cornerstone of our relationship with you

  • Retirement income planning
  • Planning after a job change
  • Planning after bereavement
  • Inheritance and estate planning

Investment Management

Optimizing investments to reach your goals

  • Sustainable investing
  • Options for ex-employer retirement plans
  • Tax efficient investing
  • Strategies for high net worth individuals

Student Loan Management

Analysis of current loans and development of repayment plan with a Certified Student Loan Professional®

  • Explore the following options for repayment
    • Loan Forgiveness (PSLF, NIH & State LRAPs)
    • Income Dependent Repayment
    • Aggressive repayment
    • Loan discharge
  • Manage student loan debt to reach goals such as:
    • Home purchase
    • Retirement savings
  • Facilitate completion and submission of required paperwork, work with the loan servicer to ensure correct outcome