| Services Provided |
Services fall into two categories:
 | Investment/Financial Planning |
| Investment Management | |
Investment/Financial Planning
Investment Management Services
 | Help clients establish goals - i.e. paying down debt, saving for retirement, saving for college education. |
| Develop a written plan for clients to achieve their goals - i.e specify amount of money to save each month, time | |
| frame needed to achieve the goal, recommend specific investments. |
| Help clients with their retirement accounts - i.e. recommend investments for 401ks, 403bs, 457s, and IRAs |
Investment Management Services
| Building investment portfolios that meet client objectives - primarily using low-cost mutual funds and exchange | |
| traded funds |
| Monitor and rebalance these portfolios on an ongoing basis |
| Provide quarterly and/or monthly performance reports to clients | |
Noe Investment Planning and Management
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