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Our Services

Lifestyle Planning

Simplifying Your Financial Life
  • Review and analysis meetings to document and visualize your full financial picture in a simplified and easy-to-understand format
  • Aggregation of all your accounts in one convenient location
  • Plan for a Lifetime - A personalized approach to wealth management
  • Frequent meetings to educate you about your investments so you can make sound decisions for yourself and your family
  • Comprehensive examination of complications that could challenge the preservation of your financial security
Retirement Planning
  • Identifying, prioritizing and aligning your retirement goals with your budget and financial plan
  • Review beneficiaries, recommendations and distribution strategies regarding your IRAs, employer-sponsored retirement plans and stock options.

Legacy Planning

Estate Planning
  • Analysis of your current estate plan, corresponding documents, beneficiaries and tax liabilities
  • Review of beneficiary designations and asset titling
  • Consultation with your attorney and other professionals
  • Guidance for the appropriate actions following the death of a loved one
  • Philanthropic planning to perpetuate your legacy and foster your passions
Generational Planning
  • Guidance for creating and maintaining your family's legacy
  • Facilitating family meetings, providing you with a forum to share values, financial knowledge and wisdom with your children and grandchildren
  • Assistance in transferring assets to your trust based on your family's needs

Portfolio Design & Continual Maintenance

  • Designing a portfolio that reflects your current situation, future goals and risk tolerance
  • Ongoing review of your financial plan to enhance your investment portfolio 
  • Review cost-basis for your investments to minimize or avoid adverse tax consequences
  • Frequent meetings to educate you about your investments and assist you in making the best decisions for you and your family

Tax Considerations

  • Comprehensive review of your tax return to assist in maximizing tax reduction strategies
  • Consultation with your CPA and tax preparer to identify tax efficiencies
  • Updates on changes to tax laws that could affect your situation

Cash Flow Planning

  • Analysis of your immediate and future income needs
  • Continual development and implementation of strategies to fund your income needs and maintain your desired standard of living
  • Tracking your expenses and providing advice in the event of changing circumstances

Continual Care & Insurance Selection

  • Guidance and recommendations for planned and unplanned life changes
  • Review of your long-term health care strategy
  • Solutions to help meet your needs for disability and life insurance protection