Services

Individual Clients

  • Portfolio design and review
  • Investment recommendations
  • Annuities
  • Financial planning
  • Retirement income strategies
  • Life insurance, review of coverage, and case design
  • Long-term care insurance
  • Disability insurance

HR Professionals and Business Owners

  • Establish and design retirement plans—401(k), Profit Sharing, Defined Benefit
  • Coordinate with Third-Party Administrators and vendors in implementing retirement plans
  • Draft the Investment Policy Statement (IPS)
  • Recommend and monitor the plan's investment options
  • Design model portfolios
  • Full financial planning for owners and employees
  • Corporate life and disability insurance policies related to buy-sell agreements
  • Participant education regarding investment options, including advice on allocations
  • Bilingual participant education sessions
  • 3(21) Co-Fiduciary for retirement plan investments
Email or schedule a call with Erika

What We Provide for All Clients

Meticulous attention to detail, attentive client service, and a high level of competency in our areas of expertise are the reasons why our clients choose to engage us as their financial advisors and retirement plan consultants. We have invested countless hours of research and education into our craft, which we accumulated over nearly a decade of personal and professional experience in the field. 

We strive to make our client relationships successful, enjoyable, and productive. Those who work with us know that we take pride in treating clients well and delivering an excellent experience. If these are qualities you are seeking in a financial advisor, we welcome a call or email to discuss how we can meet your needs. 

We are dually licensed to work as both fee-based advisors and as brokers. Being dually licensed allows us to be able to work as investment advisors, in fiduciary capacities, and also able to provide advice, monitor, and recommend commission-based products and securities, including annuities, insurance, and alternative investments where it is fitting. This is especially useful if clients would like us to be able to advise them on existing annuities or investments they may already have in place. It also allows us to tailor our method of compensation to fit clients’ needs.