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