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Additional Services

What We Do

Goal Setting

A good financial plan will get you to where you want to go but that begs the question of where do you want to go? We encourage in-depth conversations about what retirement looks like to you, what kind of schooling do you want for your children or grandchildren and any other important life goals.

Cash Management

Do you know where you money goes each month? We can help you find out and then reroute cash to go where you want it to go.

Insurance & Employee Benefits

Are you confident that you have the right amount and the right kind of insurance on your life, home and automobiles? Have you reviewed the benefits available through your employer lately? We don’t sell insurance but we are there to help evaluate your needs. We identify gaps in coverage and opportunities to save money in premiums by reducing unnecessary benefits.

Real Estate

Are rental properties and AirBNB the secret to a truly passive income? Is what the bank approves for your loan actually how much you can comfortably spend? We can help with the tax implications of owning rental properties and ensure you record and take appropriate deductions. We also advise on getting the right-size home for your income and the right-size mortgage to fit your cash flow. We will also review your mortgage to see if refinancing might lower your monthly payment.