Financial Planning and Management

We offer a range of services to help you develop a plan for your finances and your investments that is appropriate for your circumstances.

Cash Flow Analysis

Let us help you understand how financial decisions can affect cash flow going forward, and identify relevant considerations that may impact your decisions.

Tax Benefits of Retirement Contributions and Distributions

Our professionals are well-versed in the details of retirement accounts: how much you can contribute, when you can begin to take distributions, and when you must take required minimum distributions.

Additional Services

We offer many additional services in conjunction with our sister firm, Horizon Advisors, a registered investment advisor:

  • Risk management
  • Employee benefit analysis
  • Portfolio review
  • Investment management
  • Individual and company retirement plan management

For more information on these and other services, please visit the website of Horizon Advisors.