Ongoing management of your investment portfolio, built around your goals and risk tolerance. We monitor performance, rebalance as needed, and adjust the strategy as your life and the markets change.

A comprehensive look at your income, expenses, accounts, and goals — built into a year-by-year plan you can actually follow. This is where every other service connects.

Hands-on management of your accounts, with both fee-based and commission-based options available depending on what fits your situation best. Every recommendation is evaluated for tax impact, not just performance.

A clear answer to the question we hear most: can I retire, and what does it look like when I do? We map your income sources, Social Security timing, and pension elections into one coordinated plan.

Long-term care coverage and life insurance are evaluated as part of your full financial plan — not sold as a standalone product. We help you decide if a hybrid policy or traditional coverage makes the most sense for your situation.

As both your advisor and your CPA, Amy builds tax strategy directly into your investment and retirement decisions — Roth conversions, distribution sequencing, and return preparation, all from the same person.

529 account guidance for funding a child's or grandchild's education with tax advantages. We help you start the account and build contributions into your broader financial plan.

Your first job can be a powerful time to begin building for the future. We help young adults explore options such as Roth IRAs, establish consistent saving habits, and start investing even when an employer-sponsored retirement plan is not available. Beginning early gives contributions more time to compound, while Roth IRAs can provide tax-free growth and tax-free qualified withdrawals.

Coordinating your wishes with the right legal and financial structures, so what you've built transfers the way you intend. We work alongside your attorney to keep your plan aligned with your estate documents.

Strategies for giving that align with your values and your tax situation, whether that's a donor-advised fund, a charitable trust, or gifting as part of your broader estate plan.