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Our Services

Financial planning is personal. No two people have the same lives, nor do they want to achieve the same things with their money. There is, however, a logical order when tackling your finances.

Client Centered

Making your Life Easier

  • Single Point of Contact for all Financial Concerns
  • Clarity on Financial Future through Ongoing Planning
  • Online Access to Conveniently Monitor all of your Accounts
  • Help Staying on Track with Action Checklists and Follow-Up
  • Assistance during Disability or Death

Financial Wellness

  • Goal Prioritization & Tracking
  • Cash Flow Optimization
  • Emergency Funding
  • Debt Payoff Plan

Personal Risk Reduction

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
Client Centered

Investment Management

  • Retirement Savings & Strategies
  • Retirement Income Strategies
  • Investment Allocation & Risk Tolerance
  • Alternative Investments
  • Targeted investing for Mid-Term Goals
  • Legacy Planning

Tax Planning

  • Tax Savings though Tax-Loss Harvesting & Tax Efficient Asset Allocation within Taxable Portfolios
  • Smart Allocation of Assets between Taxable and Non-Taxable Accounts
  • Tax-Efficient Distribution throughout Retirement
  • Charitable Giving
  • Coordination with Your Tax Preparer
  • Introduction to Local CPAs
Client Centered

Benefits Analysis

  • Company Benefits Maximization: Insurance, HSAs, FSAs
  • Stock Options, Employee Stock Purchase Plans, Restricted Stock Units
  • Social Security Optimization
  • Introduction to Medicare Experts

College Planning

  • Tuition Projections & Savings Targets
  • Year-by-Year Funding Plan

Estate Planning

  • Review of Beneficiaries, Wills, and Trusts
  • Family Meetings as Requested
  • Coordination with Your Estate Attorney
  • Introduction to Local Estate Attorneys

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (619) 878-1577