Services

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