Services
No single strategy fits every situation, which is why every client receives our undivided attention—from initial analysis of financial needs, to recommendation, implementation, and consistent reevaluation.
Over the years, we have developed an effective team approach to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We strive to understand your entire financial situation and provide you with high quality information, services, and investments. No single strategy fits every situation, which is why every client receives our undivided attention—from initial analysis of financial needs, to recommendation, implementation, and consistent reevaluation.
Our services include:
- Wealth planning
- Investment and risk management
- Retirement preparation and forecasting, including executive compensation examination (including stock option management and deferred compensation)
- Tax efficiency
- Estate planning and multi-generational transfer
- Life insurance needs analysis
We collaborate with your estate attorney, CPA and additional business partners to work towards providing objective investment solutions that encompass your complete financial landscape.
FINANCIAL PLANNING
Modeling and Projections
Selling a Business
Financial Wellness
Cash Flow
Goals and Priorities
Time Horizon
INVESTING/RISK MANAGEMENT
Portfolio Management
Asset Allocation and Diversification
Portfolio Income
Risk Tolerance Shifts
Liquidity Needs
RETIREMENT PREPARATION
Retirement Scenarios
Social Security
Lifestyle Goals
Income Projections
ESTATE PLANNING
Wealth Transfer
Charitable Vehicles
Gifting strategies
Legacy Goals
Trust Funding
Continuity for Family
TAXES
Tax Efficiency Strategies
Tax Liability Minimization
Changes to Tax Laws
Tax Exempt Income
Tax Deferred vs Tax Exempt
INSURANCE
Review Insurance Coverage
Policy Development
Benefits
Income Protection Strategies
Term and Whole Life
Needs Analysis