Our Services

Comprehensive Financial Planning

  • Net Worth & Cash Flow Planning
  • Multi-year Cash Flow Analysis
  • Retirement Planning
  • Education Funding
  • Personal Budgeting
  • Charitable Gift Planning

Investment Planning & Portfolio Management

  • Professional Management
  • Investment Risk Tolerance Review
  • Asset Allocation Strategies
  • Implementation, Monitoring, & Reporting

Tax Planning

  • Capital gain/loss harvesting strategies
  • Tax coordination and planning with your accountant

Insurance Planning & Risk Management

  • Life
  • Disability
  • Long Term Care
  • Property and Casualty
  • Health
  • Group Plans

Benefits Planning

  • Optimization of Company Plans
  • Stock Option Strategies
  • Education and Awareness

Estate Planning & Asset Protection

  • Review and Diagram Current Estate
  • Establish Objectives and Priorities
  • Design General Plan
  • Prepare “What If” Scenarios
  • Review Beneficiary Designations and Titling of Assets

Philanthropic Planning

  • Charitable Gift Strategies
  • Endowment/Foundation Analysis
  • Charitable Trusts
  • Donor Advised Funds