We also offer advisory services that may be either in addition to managing investments or in lieu of financial planning.

In this scenario, clients can retain our advisors for help regarding miscellaneous financial issues, such as evaluating a Roth versus Traditional IRA or 401(k), beginning mandatory retirement distributions at age 70 1/2, dealing with the financial issues associated with the death of a spouse, choosing when to begin receiving social security benefits, selecting the investment choices in your employer-sponsored retirement plan, etc.

In such cases, an annual retainer fee is paid to secure us as the client's personal financial advisor on an ongoing basis. For complete information, including our fees, contact our office.