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Sustainable Income Portfolios

SIPs: The Annuity Alternative

Your search for sustainable income ends here. Sustainable Income Portfolios (SIPs) are Simple, Inexpensive, and Paperless. They are designed to provide inflation-adjusted income from your investments, without eating away at the principal over time. These diversified, tax-efficient portfolios range from conservative to aggressive, and generate annual yields comparable to immediate annuity payouts (3.2% to 6.6% as of 2/9/18), with the potential for asset appreciation.

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Bookkeeping is available for individuals, families and businesses. The service includes reporting, bill paying, and payroll (for an add-on monthly fee). It does not normally include customer billing, inventory management or annual tax preparation.

Our minimum monthly bookkeeping fee is $120, and is typically calculated based on your gross monthly revenue – lessening your overhead in down months, while allowing us to participate in and help drive your financial success. Click “LEARN MORE” for more details, or to sign up.

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We offer full-service payroll, which includes direct-deposit paychecks, or laser-style printed checks ready to sign. We handle all federal and state reporting for you. Our fee for Payroll  ranges from $30/month to $40 per payroll run, depending on your bookkeeping arrangement with us.

Click “LEARN MORE” for more information or to sign up.


Company Retirement Plans

Let us handle the fiduciary investment advice and plan management for you and your employees. We provide participant education, investment committee recommendations, and assist both plan sponsors and participants with required forms and investment decisions. We also counsel participants in regard to investment choices, contributions, and withdrawals – including the tax benefits and consequences of their choices. We specialize in:

  • SEP IRAs
  • 403b plans
  • 401k plans