What Matters to You

What We Can Help You With

• Big life changes (health, divorce, assisted living, deaths) can equal big financial changes.
• I have an advisor but would like a complimentary second opinion.
• How to save on my taxes.
• When and how do I take Social Security.
• Taking care of my parents. Ensure their estate is in order.
• Organize all my past employer retirement plans.
• Follow the IRS rules for taking money out of my IRA, 401k, retirement plans.
• Help understanding the impact of inflation on cash flow.
• Am I taking too much risk in my portfolio?
• Preparation is essential to protect your estate (think: inheritance tax, beneficiaries).

Important Disclosure: Investing involves risk including loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Asset allocation does not ensure a profit or protect against a loss.

Thrive Services

Wealth Management

Account Consolidation

Asset Allocation

Brokerage Services

Insurance – Long Term Care, Life, Annuities

Investment Management

Risk Management

Bonds and Stocks

Government Securities

IRA – Roth, SEP, Simple, Traditional

Financial Planning

Education Planning

Retirement Planning

Major Purchase Planning

Estate Planning

Wealth Management Services

Asset Management Services

*Ongoing Financial Planning Costs may be waived with Assets Management Commitment

Financial Planning & Consulting Packages