Our approach focuses on what is important to you.
As your financial quarterback, we develop effective strategies tailored to your specific objectives, and we actively work with other professionals serving you. This is part of a comprehensive wealth management solution that includes both Financial Planning and Investment Management.
In conjunction with the financial plan we develop for you, we manage your financial assets and other investments. This means not just buying and selling investments in the stock market, but devising a long-term strategy that you are comfortable with to meet your specific investment objectives.
As your financial advisor, we will take a comprehensive view and prepare a written analysis of your financial situation and objectives based on any or all of the following planning topics:
Entering retirement with confidence is about more than managing investments. It’s about tailoring a plan to help you reach your goals, so you can spend your time doing the things that matter most to you. We help you navigate financial decisions today, so you can retire with peace of mind.
We carefully analyze your tax returns and work with your trusted tax professional to determine where you might be overpaying. It’s through this analysis that we can uncover strategies to help you reduce your tax bill. By uncovering tax saving opportunities, you get to keep more of what you earn.
Minimizing financial risks to you and your family is accomplished by carefully determining how much insurance coverage you need. We help you proactively plan for the unexpected by giving an independent view of the options you have for things like long-term care insurance and life insurance. Because we do not accept commissions, you can rest assured that we will recommend only what meets your individual needs.
Planning for the education of your children or grandchildren can be done through efficient saving. We help you create an effective saving and investment strategy for your loved ones’ future education costs.
Protecting your wealth is just as important at the time of your death as it is during your life. Whether you simply want efficient generational transfer of your money, or you desire to continue the stewardship efforts you built during your lifetime, we can help to ensure your wealth lives long after you.
We are passionate about helping you live your mission and achieve your philanthropic vision. Whether you seek to leave a philanthropic legacy, or simply want to plan for a lifetime giving strategy, we maximize the impact of your giving by helping you give more to the causes you care about. We implement strategies to give tax-free or to maximize your tax benefits.
We help you discover how your future goals are impacted by how you spend your money. Making consistent progress toward financial independence is a key factor in the success of your long-term plan. We work with you to determine how much you need to save to stay on track for meeting your financial goals.
We review your employer benefits to understand how we can maximize them for you. From 401(k) matching, to pension plans, to stock option agreements, there is usually something that we can take advantage of. If you are a small business owner, we can also help you establish retirement plans for your company.