Broker Check

Retirement Planning Services

Wealth Management

Our firm’s expertise along with strategic partnerships, gives us the ability to provide customized wealth management solutions for our clients.

The IAS Client Portal provides a consolidated view of our client's financial life and future planning goals. All in one easily accessible and secure location.

Financial Planning

We welcome opportunities to help simplify the many complex financial issues that are part of our client’s everyday lives.

  • Tax Planning
  • Wills and Estate Planning*
  • Charitable Giving
  • Educational Planning & Funding*
  • Real-Estate Transactions*
  • Healthcare Issues*
  • Medicare Enrollment
  • Career Transition
  • Cash Flow Management
  • Social Security Claiming Strategies
  • Retirement Issues
  • Insurance Needs*

    *We work with Strategic Partners to provide a solution

Retirement Planning

IAS provides cash flow projections to answer three questions:

  • Where are you now?
  • Where do you want to be?
  • How will you get there?

Portfolio Design

We work with each client to understand their unique goals, needs and risk profile.

  • Portfolios are individually built and managed by our team
  • Portfolios utilize securities we research and investment strategies appropriate for each client
  • We can explain what we own, why we own it and how our client benefits

Portfolio Management

We help you avoid mistakes common to many investors.  Working with input from our clients we provide:

  • Implementation of a personalized investment strategy
  • Security due diligence and selection
  • Ongoing discretionary portfolio management
  • Re-balancing of portfolio to allocation strategy 
  • Management of the portfolio for tax efficiency
  • Detailed portfolio and performance reporting

How Can We Help?

Thank you!