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What We Do


Central to our suite of comprehensive service offerings is the concept of true wealth management. To help you achieve your financial goals, our advisors develop holistic plans that consider every facet of your unique situation and utilize multiple evidence-based strategies.


Wealth Management Services


RETIREMENT INCOME PLANNING

We analyze your Social Security and Medicare allocations, as well as teach you effective strategies for spending, saving, and withdrawing money from your retirement accounts.

ESTATE PLANNING

We coordinate with your attorney, or recommend one to you, in order to review your will and trust documents, develop a tax-efficient estate or wealth transfer plan, and maximize your legacy and charitable giving strategies. 

TAX STRATEGY REVIEW

We coordinate with your CPA, or recommend one to you, in order to provide an asset holding review, tax harvesting options, and retirement plan options.

RISK MANAGEMENT PLANNING

We create plans for your long-term care, health insurance, income and asset protection, and asset distribution among beneficiaries.

EDUCATION Planning

We help you and your children understand and address the important financial considerations of post-secondary education, specifically regarding cost protections, funding solutions, scholarships, and financial aid options.

BUDGET STRESS TESTING

We guide your through the essentials of fixed and discretionary budget creation, retirement liability/income optimization, and financial security probability analysis.

INVESTMENT PLANNING

Through our comprehensive investment planning and advising process, we provide investment policy statement design, asset class review, outside investment coordination,  and fiduciary services. 

In addition, we emphasize educating our clients on topics such as tax efficiency and asset location versus asset allocation.

BUSINESS PLANNING

We deliver full-service business planning, encompassing four main areas:

  1. Company Planning: Benefit from balance sheet optimization, business valuation, industry analysis/benchmarking, and liability protection. 
  2. Attraction & Retention: To keep the best talent on hand, review the basics of golden handcuffs, executive compensation planning, and key employee protection.
  3. Owner Services: Be prepared for the future through buy or sell planning, succession planning, purchase arrangements, and advisory team coordination.
  4. Employee Benefits: Stay on top of the latest trends in retirement plans, group short term disability, group long term disability, group health insurance, and group life insurance.


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