401k, IRA & Brokerage Accounts
We’ll apply the 3 building blocks of investing: smart diversification, match risk tolerance, and lower cost.
We’ll make retirement projections so you can be on track to live your lifestyle after retirement.
Pay Off Student Loans and Other Debt
We’ll look into Public Service Loan Forgiveness; refinancing; or using the debt snowball method.
Saving for College or Your Child's Education
We’ll advise you on the right 529 plan, amount and investment choices.
We’ll consider using tax-advantaged vehicles like Roth/Backdoor Roth, HSA, Roth and After-Tax 401k.
Save for Your Life Goals and Dreams
We’ll use the 3 Kinder questions to draw out what’s truly important to you. Then we’ll develop a blueprint.