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

Non-profit organizations have unique challenges. They provide necessary public services but, they can sometimes scramble for consistent funding. Due to funding situations, sometimes they can have trouble attracting and retaining talented 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 and Executive Directors.

I have considerable experience with non-profit organizations.  It's our goal to partner with you and your organization, Board of Directors, and leadership team to provide you the best financial advisory services available.

Services for Non-Profit Organizations:

Financial and Retirement Planning for Employees

Retirement Plans including 403b, 401k, or Deferred Compensation agreements

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.