Our Services

How can you help me?

Invest With Steve

Investment Management – We can help manage your IRAs, trust accounts, SEPs, 401ks, Profit Sharing Plans, Roth IRAs and other investments.  I am highly qualified in analyzing portoflios, stocks, bonds, mutual funds, exchange traded funds (ETF’s), and closed-end funds.  Check out my articles on mutual funds and exchange traded funds.  We help you invest effectively and efficiently.

Financial Planning With Steve

Retirement Planning and Cash Flow Analysis – The goal of the retirement planning and cash flow analysis is to model your cash inflows and outflows and provide you odds of reaching your goals and changes you can make to increase your odds of reaching your goals including multiple goals such retirement, education, trips, large purchases, bequests, charitable giving etc.

Net Worth Planning and Analysis – A Net Worth provides a snapshot in time of what you “own” and what you “owe”. Your Net Worth as it changes over time provides great information on how your financial life is progressing. It serves as a score card for how our other planning is working.

Estate and Gift Planning – We review both contingency planning (what happens in an unexpected death) as well as a multi-generational plan (what and how do you want you assets to pass to children, friends, or charities).

Asset Protection Review – As important as accumulating and growing assets is, protecting those assets is equally important.  We need to ensure you have adequate liability insurance.

Education Planning – For many grandparents, parents, and future parents planning for a child’s education is an integral part of the plan.

Tax Planning – With tax planning, we are looking at strategies that can help grow your net worth.  We work with your CPA or tax preparer on strategies that can help you save money.  When gifting to charity are you giving appreciated property and avoiding capital gains or are you give cash and selling investments and paying taxes?