Nonprofit

I am committed to help non-profit organizations with professional financial planning service and products. My non-profit many clients know how important they are to me, and how important it is for them to meet their financial priorities.

Non-profit organizations have unique challenges. They provide necessary public services but often scramble for to fund them. And because of their funding situations, they have trouble attracting and keeping good staff.

It’s critical for non-profit organizations to be places people want to work. And there are many variables to consider when choosing a retirement or incentive plan for employees.

I have considerable experience with non-profit organizations.  It's our mission to provide you the best financial advisory services available.

 

Services for Non-Profit Organizations

Financial and Retirement Planning for Employees

Retirement Plans

Investment Consulting and Policy

Group Benefits

During the planning process, I may recommend 401(k) and Cash Balance pension plans, 403(b) Annuity plans, Mutual Funds, Group Life, Disability, and Long-term Care Insurance, and other financial products.