Additional Services


We see the big picture. People living longer, costs of quality elder healthcare rising sharply, and a renaissance that’s redefining what it means to have a successful retirement – this isn’t your parents’ retirement. As a result, many seniors find themselves facing difficult financial and personal decisions not covered in traditional retirement planning. That’s why we created Senior Planning 360°.

You need planning that goes beyond yesterday’s view of retirement. Senior Planning 360° helps you navigate and address the evolving retirement landscape, providing you with trusted fiduciary guidance for today’s complex issues. We help you live your retirement on your terms by covering all the issues that may impact you and your family, including:

  • Adequate Insurance Coverage
  • Senior Living Choices
    • In-Home Care, Continuing Care Retirement Community (CCRC), Assisted Living
  • Death of a Spouse Scenarios
  • Medicaid Planning

We take a 360° perspective on your retirement so you can focus on enjoying life knowing your future is secure.

Qualified Retirement Plans

Taking care of employees is of the utmost importance to business owners and leaders. Providing your team with a quality means of savings for their retirement is one of the best ways to attract and maintain key personnel. Additionally, qualified retirement plans are effective vehicles for business owners to plan and save for their own retirement.

We start by working together to identify and select the right plan for your organization. Serving as fiduciaries, our team constructs, implements and manages your plan. From investment selection to planning administration to employee education, we help take on the fiduciary responsibility and time associated with managing your plan, so you can get back to what you do best.

Here are some of the Qualified Retirement plans we offer:

Profit Sharing Plans

Profit Sharing Plans (401(k) plans)

Defined Benefit Plans

Cash Balance Plans

DB/DC Combo Plans

Solo Profit Sharing Plans (401(k) plans)

Education Planning

There’s no discounting the value of a good education and, although it comes at a hefty price, it’s not something to compromise. Many families and students are left with a crippling amount of student debt or have to make tremendous sacrifices to pursue their dreams. We’re here to help you prepare and manage the challenges of affording quality education for your family.

It starts with coming to understand your goals. We then explore your opportunities and develop a tailored plan to meet your objectives.

Whether you’re looking out for children, grandchildren, or yourself, we offer the following to help you navigate the landscape:

  • College Planning
  • Understanding 529 Plans
    • Investments
    • Eligible Withdrawls
  • Private Schools (K-12)