Our Services

executives-momentumThroughout every season of life, needs, priorities and goals may vary. That’s why we believe it is important to work with someone who can assist you no matter what season you are in. Below are some of the areas where we can help in each season of life:

Spring: “Just Starting Out”

  • Budgeting Basics
  • Understanding Employer Provided Benefits
  • Retirement Plan/IRAs and the Time Value of Money
  • Auto lease vs. buy decisions
  • Insurance Basics
  • Minimum Estate Planning documents everyone needs
  • Establishing and Managing Credit
  • Beginning to Invest


Summer: “Starting and Raising a Family”

  • Renting vs. Home Ownership
  • Understanding Mortgages
  • Saving for Children’s Education
  • Disciplined Investment, Asset Allocation, Diversification and Re-balancing
  • Taxes – Keeping More of What You Make
  • Selecting the Right Insurance Coverage
  • Building a Retirement You Can Live With
  • Additional Estate Planning Needs

Fall: “Empty Nesters”

  • Comprehensive Estate Planning
  • Adjusting Investment Risk
  • Second Home Purchase Considerations
  • Capitalizing on Your Highest Earning Years
  • Long Term Care Considerations

Winter: “Retirement and Beyond”

  • Generating Income from Retirement Savings and Selecting the right Social Security Claiming Strategy
  • Planning Your Legacy
  • Gifting Strategies
  • Understanding Medicare
  • Living Your Dreams