Phone: 269-488-2322

Financial Planning Services

You can choose to work with us on a short-term retainer basis, project basis, or long-term retainer basis.  Short-term retainer and project consulting services have a finite scope and termination date for the service.  The long-term retainer option for financial planning is incorporated into the services we provide to the full service investment management clients (see the Diamond Plan).  Our financial planning services include but are not limited to the following:

  • Help you refine your short and long term financial goals
  • Retirement projections, review and income planning
  • Cash flow projections
  • Social Security benefits claiming strategies
  • Tax analysis and planning
  • Portfolio review
  • Employee stock option review
  • Discussion of preliminary estate planning issues
  • Review of employee benefits and retirement plans
  • Executive compensation planning
  • Education funding
  • Small business retirement plans
  • Comprehensive financial plans
  • Review and update of older financial plans
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