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Comprehensive Services

Investment Services
  • Independent advice
  • Documentation of your financial information in a simplified and easily understood format
  • Provide a safe and objective environment to address and prioritize vital issues which might otherwise be overlooked or avoided
  • Frequent meetings to educate you about your investments so you can make sound decisions for yourself and your family
  • Comprehensive examination of the increasingly complicated issues challenging the preservation of your financial security
  • Aggregation of all your accounts to simplify and reduce paperwork
Tax Reduction Planning
  • Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
  • Consistent communication to your CPA to help maximize planning opportunities
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions including tax advantaged investments
  • Stay up-to-date and present new tax laws that can affect your situation
Retirement Income & Distribution Planning
  • Analysis of your income needs now and in the future
  • Analysis of potential estate tax liabilities
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations for the best distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs to align properly with your estate plan
  • Evaluate whether converting IRAs to Roth IRAs are beneficial to your planning
Family Wealth & Protection Planning
  • Analysis of your current estate plan and concerns surrounding inheritance tax and tax cut regulations
  • Complimentary consultation with your attorney and consistent communication to help maximize planning tools available to you and your family
  • Assistance in transferring assets to your Living Trust or other trusts
  • Guidance for the appropriate and necessary steps in the event of the death of a loved one
  • Review of beneficiary designations and asset titling
  • Solutions to help meet your needs for long-term care, disability and life insurance protection
  • Philanthropy planning to perpetuate legacy and to foster your passions and relationships.
  • Review of your long-term health care strategy
  • Generational planning by helping to develop financial literacy and leadership skills available for your children/grandchildren to foster family values
Client Services & Communications
  • Updates to keep you apprised of the most current planning options
  • Discovery meetings to document and compare your financial picture in a simplified/easy format
  • A Plan for a Lifetime - a personalized, holistic approach to wealth management
  • Regular reviews of your financial plan
  • Special reports on how to help reduce your taxes and other important topics
  • Special events (including client education and appreciation events)
  • Second opinion service complimentary to family and friends