Investment Planning

Investment Planning

  • Set goals to ensure retirement income through a proper investment portfolio and retirement plan fully aligned with your values.
  • Help get tax relief to which you are legally entitled — with no increased risk.
  • Diversify among a variety of traditional and alternative investments through a professional allocation in non-correlated and alternative asset classes.

Choose From:

  • Values-based investments
  • Individually managed accounts
  • Mutual Funds — ask about screened funds!
  • Individual Stocks
  • Government Securities
  • Corporate / Municipal Bonds
  • Alternative Investments
  • Hedge Funds
  • Managed Futures
  • Real Estate Investment Trusts (REITs)

Use a Variety of Investment Vehicles:

  • IRA / SEP IRA, 401(k) Plans
  • Defined Contribution Plans
  • TOD Accounts
  • Educational 529 College Savings Plans
  • Coverdell Educational IRA Accounts
  • Limited Partnerships
  • Asset Management Accounts
  • Charitable Remainder Trusts / Charitable Income Trusts
  • Private Pension Plans
  • Annuities
  • Money Purchase and Profit Sharing Plans
  • Fee-only Managed Accounts