Our Services

Investment Advisory Services & Personal Financial Planning

• Low Cost, Fee-Only Investment Advisory Services (using no-load mutual funds and exchange traded funds). Click here to view our fees and Form CRS Customer Relationship Summary and Form ADV Part 2 Firm Disclosure Brochure.
• Personal Financial Planning and Investment Analysis
• Risk Tolerance and Asset Allocation Planning
• Retirement Planning Analysis
• Lifetime Income Planning
• College Funding Analysis and Planning
• Pension and IRA Rollovers
• We are a low cost Dimensional Fund (DFA) Advisor (www.dfaus.com). Our firm primarily utilizes DFA funds, which provide global investment solutions with state-of-the-art portfolio design and trading. These world class funds are only available through approved fee-only advisors like ourselves, and not available to the general public. In combination with Dimensional Funds, we offer a new model of investing based on financial science and engineering, decades of academic research, and not on speculation or market timing. Click here for more information.

Tax Services

• Income tax planning and return preparation for businesses and individuals
• Assistance with entity selection for businesses and real estate holdings
• Formulation of estate and gift tax strategies and estate planning
• Planning for required minimum distributions
• Roth IRA conversion analysis
• Mergers and acquisitions/Sale of Business