Investment Services

- Independent Advice

- Investment Review

- Asset Allocation Design

- Investment Management

Tax Planning

- Tax Return Strategies

- Tax Reduction Strategies

- Tax Advantaged Investment Recommendations

- Communication of Tax Law Changes

Retirement

- Income Need Analysis

- Retirement Income Planning

- Distribution Strategy Recommendations

- Social Security Analysis

Estate Planning Strategies

- Estate Plan Analysis

- Assistance with Trust Services

- Gifting Recommendations

- Guidance for Survivors

Insurance

- Independent Advice

- Life Insurance Need Analysis

- Existing Life Insurance Audit

- Long-Term Care Recommendations

Other

- Beneficiary Designation Review

- Risk Tolerance Determination

- Professional Services Coordination 

- Educational Seminars and Communications

Initial Consultation

Our services begin with taking the time to get to know our clients both personally and financially.  We discuss current finances and future goals so we have a complete picture of how we can help.

Financial Plan

After getting to know our clients and their unique situation, we collaborate with them to create a personalized financial organization system and develop a comprehensive financial plan.  After reviewing with our clients, we help them to implement the plan and any other financial recommendations.

Ongoing Support & Planning

Our clients find it enjoyable to work together and appreciate our easy-to-follow advice.  Our goal is to keep things organized and understandable, with the utmost transparency.  We reach out to our clients regularly and frequently so you don’t have to worry about remembering to call us.