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 and 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.
Areas of Advice:
Investment Services
- Independent Advice
- Investment Review
- Asset Allocation Design
- Investment Management
Retirement
- Income Need Analysis
- Recommendations to Maintain Standard of Living
- Distribution Strategy Recommendations
- Social Security Analysis
Insurance
- Independent Advice
- Life Insurance Need Analysis
- Existing Life Insurance Audit
- Long-Term Care Recommendations
Tax Planning
- Tax Return Strategies
- Tax Reduction Strategies
- Tax Advantaged Investment Recommendations
- Communication of Tax Law Changes
Estate Planning Strategies
- Estate Plan Analysis
- Assistance with Trust Services
- Gifting Recommendations
- Guidance for Survivors
Other
- Beneficiary Designation Review
- Risk Tolerance Determination
- Professional Services Coordination (i.e. Accountant, Attorney)
- Educational Seminars and Communications