Our Services
Our mission is to help ESOP participants like you turn company stock into a reliable retirement plan — one that minimizes risk, maximizes income, and supports your long-term goals.
1
Diversify Your ESOP
If your company stock is a big part of your retirement nest egg, it's time to talk. We'll guide you through diversification — selling stock back to your company and reinvesting with purpose — so you're not putting all your eggs in one basket.
2
Manage Your Investments
Once your ESOP funds are rolled into an IRA, we build a retirement portfolio designed to grow steadily and deliver income you can rely on. Our approach minimizes risk with a plan to fund your lifestyle so you can enjoy retirement without any worries about money.
3
Pay Yourself a Retirement Salary
You’ve worked hard. Let your money work now. We create a cash flow strategy so you can draw monthly income — just like a paycheck — from your retirement savings.
4
Answer the Big Questions (And the Small Ones)
From “When should I take Social Security?” to “Can I afford to give money to my kids?”, we help you make smart, confident decisions. You’re never navigating alone.
5
Coordinate the Rest
Need help with taxes, insurance, or estate planning? We collaborate with your CPA, attorney, and insurance agent to make sure nothing falls through the cracks.
