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Services

Assisting You With Your Future

Your financial concerns... How we can help

Advanced Strategies: Risk Mitigation

  • Personal & Business Insurance Needs Analysis
  • Life, Disability, Long-term care, Key-man, Buy/Sell

Financial Planning

  • Financial Goals, Analysis, & Recommendations
  • Business Planning - Succession Strategies; Valuations & Sales
  • Education Planning - 529s & Other Savings Plan Analysis
  • Cash Flow & Debt Analysis
  • Personal CFO Services - Financial Concierge

Create an Investment Plan to Pursue Your Goals

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You’ll be able to see if you’re on track and how simple adjustments can impact your ability to reach your goal. Once you’re ready, request a consultation, and we’ll work together to build a plan to help make your financial goals a reality.

Investment Management

  • Goals, Time Horizon, & Risk Tolerance Assessment
  • Asset Allocation
  • Customized Portfolio Design & Construction
  • Ongoing Portfolio Monitoring, Rebalancing, & Maintenance

Legacy Planning

  • Estate Plan Review
  • Strategies to Minimize Estate Taxes
  • Collaboration with Your Estate Planning Attorney

Life Transition Planning

  • Social Security Analysis
  • Medicare & Private Healthcare Planning
  • Assistance with Continuing Care Communities
  • Relocation Planning & Downsizing
  • Elder-care Coordination
  • Bookkeeping & Bill Payment Assistance

Retirement Planning

  • Comprehensive Retirement Plan Review
  • Portfolio Withdrawal Strategies
  • 401(k)s, Pensions, SIMPLEs, SEPs, ESOPs
  • Traditional & Roth IRAs

Tax Management

  • Tax Mitigation & Minimization Strategies
  • Tax-efficient Investing
  • Tax Loss Harvesting
  • Collaboration with Your Tax Professional

 

Investments are subject to market risks including the potential loss of principal invested. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. It is not possible to invest directly in an index.