Our sophisticated suite of wealth management services are designed to meet the needs of our clients.
Financial
Planning
Our Financial Planning process begins with a detailed understanding of your financial situation and goals. We analyze your cash flow, investments, insurance, taxes, and estate planning to develop a personalized plan that addresses gaps, inefficiencies, and opportunities. After presenting our recommendations, we assist in implementing the strategies and coordinating with other professionals as needed. We also establish ongoing monitoring to adjust the plan as your circumstances and goals evolve, ensuring your financial plan stays aligned with your long-term objectives.
Investment
Management
Our Investment Management services include a comprehensive portfolio design and analysis, assessing income and distribution needs, and providing detailed historical performance reports. We regularly review risk tolerance and rebalance the portfolio as needed. When necessary, we evaluate and recommend changes to the portfolio. We also review and design workplace retirement plans, such as 401(k) and 403(b), as well as other employee financial benefits.
Insurance
Planning
Our Insurance Planning services are designed to find strategies to help protect your financial future. We work with you to evaluate your specific risks and identify the best coverage solutions, including life, disability, and long-term care insurance. Our process includes a thorough review of existing policies, identifying potential coverage gaps, and offering personalized recommendations that align with your financial goals.
Tax Analysis &
Planning
Our tax analysis and planning services focus on minimizing your tax burden and optimizing your financial strategies. We begin by reviewing your current tax situation, including income, deductions, credits, and potential tax liabilities. From there, we identify opportunities for tax-efficient investments, retirement contributions, and estate planning strategies. By integrating advanced tax strategies, such as tax-loss harvesting and charitable giving, we help you reduce taxes while supporting your broader financial goals.
Estate & Legacy
Planning
Our estate and legacy planning services help you preserve and transfer wealth according to your wishes, while minimizing taxes and legal complications. We work with you to develop a comprehensive plan that helps to ensure your assets are distributed efficiently and aligned with your goals. We also consider tax implications and strategies for wealth transfer, charitable giving, and the financial well-being of your heirs. Through careful planning and coordination with legal professionals, we help you create a lasting legacy that reflects your values and what is most important to you.
Business
Services
We offer a range of services tailored to business owners and businesses, focusing on optimizing financial strategies and ensuring long-term success. Our services include retirement plan solutions, such as 401(k) and defined benefit plans, designed to attract and retain top talent. We provide comprehensive business succession planning, helping owners transition ownership smoothly while maximizing value. Additionally, we offer personalized financial planning for business owners to integrate business goals with personal financial objectives.
Divorce
Planning
Divorce planning services are offered by a Certified Divorce Financial Analyst® (CDFA®). These services include analyzing the short- and long-term financial impacts of divorce decisions, assisting with asset division, assessing tax implications, and creating post-divorce budgets. By providing experienced guidance, divorce planning helps clients navigate complex financial matters, empowering them to make informed decisions and build a secure financial future.
