Our Services
We start by talking with our clients to get a deeper understanding of their goals and dreams. We use comprehensive financial planning and advanced planning to guide our clients on their financial journey. A wide range of products and services are used to implement these plans. We also work with a network of carefully selected professionals and coordinate the activities of this team to provide the services needed by our clients.
Advice and Coaching for Each Phase of Your Financial Journey
Additional Planning
Active Management of Investments
Consultation & Client Service
Wealth Management Services Customized to Your Needs
Comprehensive Financial Planning
Financial Goal Setting
Goal Funding
Net Worth Review
Cash Flow Analysis
Retirement Planning
- Savings planning
- Distribution planning
- Social Security withdrawal analysis
- Retirement scenario analysis
- Pension analysis
Life Planning
- Birth of a Child
- Divorce
- Survivor
- Employment Change
Large Purchase Consulting
Financial Beginnings
(financial education for
young adults)
Education Planning
Risk Management & Insurance
Emergency Reserves
Risk Tolerance Analysis
Life Insurance Analysis
- Temporary vs Permanent
- Type of Life Insurance
- Amount of Life Insurance
Life Insurance Policies
- Term Insurance
- Whole Life
- Index Universal Life
Survivor Planning
Long Term Care Planning & Insurance
Medicare Supplement Insurance
Employee Benefit Review
Investments
Active Management of Assets
- Asset Allocation
- Investment Selection
- Socially Responsible Investments
- Organizing and Simplifying Investments
Retirement Accounts
- Traditional IRAs
- Roth IRAs
- SEP IRAs
- Beneficiary IRAs
Non-Retirement Accounts
Required Minimum Distribution
Monthly Contributions and Distributions
Stock Options, Restricted Stock Units Analysis and Strategy
Income Generation
- Income models
- Annuities
Estate & Tax Coordination
Coordination with Estate Planning Attorney so you complete:
- Wills
- Power of Attorney
- Beneficiary Review
- Asset Titling
- Wealth Transfer
- Trusts
- Health Directive
- Secure Vault to Share Documents
Coordination with CPA
- Secure Vault to Share Documents
- Tax Planning to Diversify Company Stock
A Client Experience You Can Trust
We believe that each client is unique and should have a comprehensive financial plan that is customized to their goals and the future they envision.
We genuinely value getting to know you and forming a sense of community with all our clients. We develop deep client relationships that extend beyond just meeting in the office to discuss your investments. We see ourselves as your trusted advisor and recognize that the purpose of our financial advice is to enable you to make smart choices and focus on what is most important to you. We want to be your partner on your financial journey.