We have grouped our client base into different classes. We believe the best way to serve a
diverse group of clients is to deliver services that make sense for each particular group.
Please click on the appropriate link below to learn about the services that have been designed for you
and what you can expect from us.
Developing
Emerging
Legacy
: $50,000 in assets and below
: $50,000 - $250,000 in assets
: $250,000 or more in assets
› For 2010, the amount you can contribute to your 401k plan is $16,500 - If you are 50+, it increases to $22,000
›For the self employed, you can contribute up to $49,000 in an
SEP
or $11,500 in a SIMPLE Plan
For IRAs and Roths, you can contribute up to $5,000, if your'e 50+ it increases to $6,000