Our Commitment & Our Services

Many factors in financial planning are outside of anyone’s control.  However, for things we can control, we work very hard to do them well. 

We make a conscious effort to make things easier for our clients.  Whether it’s flagging where to sign, providing a self-addressed stamped envelope, or using an online scheduling system, all client service decisions are made with the EASY button in mind.

We WANT a relationship with all of our clients!  There is a clear distinction between doing wealth management and helping you manage your wealth.  Your relationship with us is so important to us.  However, it takes two to build a relationship.  We hope that in time you will see us as people and we promise to always SEE you too.

Through our association with Osaic Wealth we have access to a diverse array of financial products.  Osaic Wealth has no proprietary products of its own.  This means we are not constrained by any corporate influences and are free to make available those products and services that can best meet the needs of our clients.

In addition, we are separately licensed as a fully independent Life, Health, Disability, and Long-Term Care Insurance Agent. (California Insurance License #0E16649, Maryland Insurance License #NPI99904984, Hawaii Insurance License #367989) We have access to competitive insurance products to use as the risk management piece of an overall plan.

Retirement Planning

  • IRA's (Traditional, Roth, Rollover, SIMPLE, SEP)
  • 401K & Individual 401K plans
  • Group Retirement Plan Design and Implementation
  • Defined Benefit/Profit Sharing Plans

Investment Planning

  • Third Party Asset Management (Stocks, Bonds, Mutual Funds, ETFs)
  • Annuities (Variable, Fixed, Equity-Indexed)

Risk Management Planning

  • Life Insurance (Term, Universal, Whole, Variable)
  • Disability Insurance
  • Long Term Care Insurance

College Education Planning

  • 529 Plans
  • UGMA/UTMA Accounts
  • Coverdell Education IRAs

Business Continuation Planning

  • Funding Buy/Sell Agreements
  • Key Person Insurance

Tax Planning

  • Back Door Roth Strategy
  • Super Back Door Roth Strategy

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