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

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 […]

Gaining Exposure to Real Estate Investment

Diversification is one of the most popular buzzwords around investing. Everywhere you look, you are encouraged to spread your money across more asset classes than just large cap equities or even equities in general. Outside of equities and fixed income, real estate provides a great opportunity for investors to diversify their portfolios across more than […]

NOTICE: Health Insurance – Fall Open Enrollment

With the dropping of leaves and re-appearance of holiday decorations comes a critical period. It is Medicare and Open Enrollment season. Both insurance markets have their overlapping enrollment periods:  Medicare: October 15th to December 7th gov: November 1st to December 15th for January 1st, 2022 coverage  Some individuals use this period to enroll in coverage for […]