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Fiduciary
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About Us
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Most people can use a little friendly financial advice now and then. And not necessarily a mammoth 300-page financial plan chock full of ledgers, graphs and charts. While the volume of this type of plan impresses some people, our clients tend to be looking for clear guidance, along with concise, written recommendations.
At Pick Associates, LLC (PAL), we provide personalized, focused advice. That is, a plan that addresses the issues that are important to your unique situation. We’re committed to developing a plan that is reflective of your goals, priorities and values.
Ever wonder about the best way to handle a 401(k) rollover from a former employer? Are you a do-it-yourselfer who’d just like a second opinion? Do you worry about the best way to fund your child’s college education? Have you ever lost sleep agonizing over whether or not you’ve done enough for retirement?
At PAL, we can often help to alleviate that sort of stress by giving you guidance and pointing out your options. Our goal is to provide you with a simple, workable strategy to achieve your financial goals. And you’ll walk out of our office armed with written recommendations.
Our services include, but are not limited to:
- Analysis of current financial situation
- Retirement analysis
- Retirement planning and 401(k) allocations
- Retirement distribution planning
- Investment planning and asset allocation
- Education funding strategies
- Review of insurance needs
- Loss of a spouse or partner
- Sandwich-generation issues
- Second opinion regarding your existing plan and/or investments
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