Our Services

We believe in the power of teamwork. Our collaborative approach provides a broader perspective, enhancing the benefits we deliver to our clients. With a combined experience of over 100 years, empiriKal partners has assisted numerous individuals facing similar issues and concerns. We can help you develop an approach that is specifically designed to address your unique situation.

Here are some questions we can help you to address:

  • Can I retire early?
  • Are my investments generating sufficient returns?
  • What's a good approach for college savings?
  • What are the key elements of a sound estate strategy?
  • Do I have adequate life insurance coverage for my family?
  • Is my company's 401(k) plan competitive?

We simplify financial complexity through meaningful conversations. Our first orientation meeting is centered around understanding your current situation and discussing your short-term and long-term plans and goals, both from a personal and financial perspective. We take the time to review the process we use to create a unique plan tailored to your lifestyle, as well as provide an overview of our organization, professional advisors, and my background and experience as a financial advisor.

To embark on a successful financial journey, it is crucial to have a comprehensive roadmap that allows you and your financial professional to analyze various options before making final decisions. We emphasize the importance of studying both the short- and long-term impact of the choices you may be considering. This initial conversation serves as the foundation for the planning process, which includes the following steps:

  1. Gathering financial data
  2. Developing a personal / corporate financial plan
  3. Providing an orientation on the fundamentals of investing
  4. Creating a recommended Investment Portfolio
  5. Implementing an Education Model
  6. Providing ongoing portfolio management and service

Our areas of expertise include:

Complex Situations

  • Rule 144 transactions
  • Stock options
  • Long-term corporate or key-man investment 
  • Retirement investing and distribution 
  • Estate conservation 
  • Risk management 


  • Bonds
  • Common Stocks
  • Real Estate
  • Mutual Funds
  • ETFs
  • Treasury Notes
  • Treasury Bills
  • Other Government Securities
  • Variable Annuities
  • Hedge Funds
  • Private Equity
  • Venture Capital
  • Options
  • Futures
  • Other Derivatives
  • Structured Products
  • Cryptocurrency


  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Education IRAs
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Brokerage Accounts


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance