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.
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.
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.
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.
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.
We have discovered that our client's foremost needs revolve around the creation, preservation, and transfer of business value. As such, our services encompass everything from comprehensive owner-exit planning to component-based planning, including: business valuations, executive benefit plans, employee benefit strategies, buy-side acquisition analysis, and business continuity and estate planning.