Services
Financial Planning and Wealth Management Services
Our comprehensive approach to wealth management focuses on integrating all aspects of your financial life as we seek to help you:
- Fully assess your current situation, goals and desires
- Overcome obstacles and challenges
- Recognize and pursue opportunities
- Manage liquidity and cash flow needs
- Learn new ways to minimize taxes and invest more effectively
- Adapt strategies to changing life goals or market events
- Pursue multiple objectives and life-stage goals
- Achieve a greater understanding of financial management principles
- Simplify the wealth management process while reducing financial anxiety.
Our comprehensive planning process begins with a review of your goals and objectives to help determine if you are on track and incorporates these and other important considerations:
INVESTMENT MANAGEMENT
- Portfolio diversification and asset allocation strategies
- 401(k) Options
- Tax-efficient investment strategies
- Quarterly performance reports
- Monthly statements and annual reviews
- Online account access
FINANCIAL PLANNING
- Cash flow analysis
- Portfolio risk analysis
- Retirement income planning
- 401(k) and pension plan review
- Concentrated stock strategies
- Stock option analysis
- Education funding strategies
BUSINESS PLANNING
- Business transition strategies
- Buy-Sell Agreements
- Group 401k plans
- Deferred Compensation strategies
RISK MANAGEMENT
- Asset protection strategies
- Life insurance analysis & review
- Disability insurance analysis & review
- Long-term care insurance
- ESTATE & LEGACY PLANNING
- Estate planning documents review
- Wealth transfer strategies
- Beneficiary review
- Philanthropic planning
- Charitable gifting strategies
ESTATE & LEGACY PLANNING
- Estate planning documents review
- Wealth transfer strategies
- Beneficiary review
- Philanthropic planning
- Charitable gifting strategies
