Individuals

  • Complete an in-depth confidential review.
  • Ascertain your financial goals, both short term and long term.
  • Uncover your biggest obstacles to reaching your financial goals.
  • Determine the best course of action to help obtain the peace of mind that you need and deserve.

Non-profit organizations

  • Design and review Investment Policy Statement.
  • Develop an asset allocation strategy.
  • Select and monitor independent, outside money managers.
  • Find and implement the right retirement plan, whether it be a 403(b), a 457, a 401(k), or another plan.
  • Establish a plan to help meet any and all cash flow needs of the organization.
  • Help the board establish benefits for executive directors as well as other key employees.
  • Facilitate an appreciated stock gift program as well as various other fundraising strategies.

Small business owners

  • Identify the financial goals of the business owner.
  • Find, implement, and monitor the best retirement plan for your business to maximize tax deferral and provide the most flexibility, while striving for superior performance.
  • Relieve yourself of many of the legal responsibilities associated with being the plan's fiduciary.
  • Create the best structure to synergize personal and company investments.
  • Find the most advantageous approach within D.C. law to selling or transferring businesses.
  • Assist with personal life insurance needs as well as on any buy/sell agreement.

Corporations

  • Free comprehensive review of your current retirement plan.
  • Identify the right plan with the right administration at the right price.
  • We are non-proprietary; we don't sell plans, we find the most appropriate.
 

Let's start the conversation

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