Individual Financial Planning Services

With a team of Certified Financial Planner™ practitioners you will benefit from our commitment to give your wealth purpose and empower you on the path to a financially secure future. We provide comprehensive advice that considers your needs, life goals, and looks beyond what you have to invest. Our fee only, client first approach ensures the highest level of objectivity.

Clients begin their planning with our Discovery Process, gathering information about your specific objectives. We work with you to provide a reasonable savings and investment strategy to improve the probability of meeting your goals. Planning often culminates in designing cash flow strategies to fund your specific goals.

Examples of financial planning engagements and applying our expertise include:

  • Planning for retirement
  • Coordinating multiple goals such as funding college for the kids
  • Establishment and funding of Retirement Plans
  • Inherited (stretch) IRA's and Required Minimum Distributions
  • ROTH Conversions
  • Charitable Giving Strategies
  • Retirement Distribution Planning and early retirement (SOSEPP) withdrawals
  • State and Federal Plans
  • Oil and Gas Industry Plans
  • Financial Planning for Long Term Care

Relevant Blog Posts

Education Funding – 529s vs. Roth IRAs

We’re beginning the second full week of being back to school within the Anchorage School District and many friends of mine, including our wonderful summer interns Victor and Tanner, are snagging seats on big metal birds to get back to the grind at their universities. If you are the parent of these students, however, you […]

A Higher Inflation Regime?

Inflation has been a heavily discussed topic, and for good reason. Inflation hasn’t been this high since the early 1990s (see graphic). There have also been many media stories, blogs, and expert articles predicting that this high inflation is here to stay, especially after the Federal Reserve (the Fed) took the “transitory” label off its […]

What is Employment Practices Liability Insurance and Why Should You Be Aware of It?

As an employer, what do you need to be concerned about? That is a loaded question that I know and understand as a business owner in Anchorage. We could spend months discussing the new risks that we are seeing with the Pandemic but who has time, so let’s just focus on one thing at a […]