WHAT WE DO
WE ESTABLISH WHERE YOU ARE AND WHERE YOU WANT TO GO IN ORDER TO DETERMINE HOW BEST TO AVOID ROADBLOCKS ALONG THE WAY.
Set
Goals
We get to know each other. Our financial advisors determine your goals and financial concerns.
Review Financial Health
Review your current portfolio, tax filings, retirement plan, estate plan and insurance coverage.
Customized Strategy
Develop a customized comprehensive financial strategy and investment portfolio with our team of financial advisors.
Accountability Coach
We keep the conversation going. Staying in touch regularly and keeping you up to date.
What you don’t know could hold you back from the dreams you have worked so hard to attain. Our team of financial advisors work together to uncover opportunities and hidden risks that can help you reach your financial goals.
– Finding low cost investments
– Diversified Portfolio
– Optimized asset location
– Implement appropriate allocations
– Design portfolio to meet goals and needs
– Appropriate funding of retirement accounts
– Cost-of-living adjustments during retirement years
– Budgeting for healthcare expenses
– Advice on pension & other retirement plans
– Review of beneficiary designation
– Updating wills & trust documents
– Planning for children from previous marriage
– Estate planning for special needs children
– Maximizing use of estate tax exemptions
– Wealth transfer strategies
– Find missed tax deductions
– Mitigating taxation of capital gains
– Maximize benefit of charitable deductions
– Roth conversion opportunity
– Shifting income to lower brackets
Scroll over titles above for potential hidden opportunities/risks.
- College Planning
- Risk & Insurance Management
- Tax Planning & Tax Strategies
- Charitable Planning
- Legacy Planning
- Financial Planning for Business Owners
- Wealth Transfer Strategies
- Investment Management
- Cash Flow Management
- Retirement Planning
- Estate Planning
- Pre and Post-Divorce Planning
- College Planning
- Risk & Insurance Management
- Tax Planning & Tax Strategies
- Charitable Planning
- Legacy Planning
- Financial Planning for Business Owners
- Wealth Transfer Strategies
- Investment Management
- Cash Flow Management
- Retirement Planning
- Estate Planning
- Pre and Post-Divorce Planning
We are constantly keeping abreast of financial planning trends so that you don’t have to.
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Your Trusted Advisors
We have over 40 years of experience.
All investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation.
As a fee-only investment manager, our financial advisors are beholden to no one other than our clients. We are fiduciaries and legally obligated to put your best interests first. We are committed to providing unbiased financial advice and acting exclusively in the best interest of our clients. We are proud to adhere to the best practices and guidelines of The Institute for the Fiduciary Standard. To learn more about this professional code of conduct, visit our Resources page.
