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