EVERYTHING STARTS WITH A PLAN – WITHOUT IT YOU’RE SIMPLY GUESSING
BLUEPRINT TO ACHIEVE YOUR FINANCIAL INDEPENDENCE.
Our six-step process is structured and simple, delivering a unique road map with services, solutions and strategies to achieve your desired outcome. We work hard to help you create and preserve wealth, protect and empower your family and support you in achieving your lifelong
PROFESSIONAL DISCRETIONARY ASSET MANAGEMENT TO MEET YOUR SPECIFIC INVESTMENT GOALS.
Experience has taught us that not all investment strategies are created equally. Careful consideration must be taken when designing a portfolio that will effectively navigate all market conditions. Together we will evaluate the important trade-offs of risk and return to design the best strategy for you in your current and future life-cycles.
PRESERVATION AND TRANSFER OF YOUR LIFE’S WORK AND YOUR WEALTH
DESIGN AND EXECUTION OF STRATEGIES TO PROTECT BUSINESS ASSETS, DRIVE BUSINESS RESULTS, OR SUPPORT THE SALE & SMOOTH TRANSFER OF YOUR BUSINESS.
We help business owners zero in on the issues that matter most to their success. For some, that is the design and implementation of employee benefits and retirement plans to recruit and retain key employees. We also demystify the sales process or purchase process of businesses in transition.
IDENTIFYING THE UNEXPECTED LIFE EVENTS THAT CAN DERAIL YOUR PLANS AND CREATE SOLUTIONS TO MINIMIZE THEIR IMPACT ON YOUR LIFE.
Insurance can be essential to a smart financial plan – and allows you to manage or transfer risk. From basic life, disability and long-term care insurance to sophisticated designs protecting (what you’ve worked hard to build) your estate and business, we provide access to major carriers, advanced planning, and expertise in risk underwriting.
TECHNOLOGY TO HELP YOU UNDERSTAND AND ORGANIZE YOUR FINANCIAL LIFE.
We have the latest and greatest technology
to analyze and present your financial life in a
digestible way with those who you care to share it with. We are committed to help simplify your financial life by offering order and organization, and provide meaningful technology and a secure client portal to support this commitment.
TAKING A FORWARD-LOOKING APPROACH TO YOUR SITUATION AS IT RELATES TO TAXES.
We review tax returns, tax changes, and your long-term plan to creating tax savings. Both during accumulation of assets and decumulation of assets there are numerous ways to minimize your obligations to the IRS. Forward looking means not seeing what can be done at tax time each year but creating a multi-year plan to ensure your money works for you.
FROM EITHER CHARITABLE GIVING TO INVESTMENT MANAGEMENT OF ENDOWMENT FUNDS.
We provide analysis around charitable giving strategies – from monetary gifts to trust ideas. On the opposite side, we manage the investable portfolio of many endowments to match the client’s needs to their goals.
TAX EFFICIENT INVESTMENT AND SAVINGS STRATEGIES TO PLAN FOR EDUCATION COSTS.
College costs, along with private K-12 education, have dramatically increased over the last number of years. How to plan and save for education may seem like a burden, but through tax favorable and/or flexible savings strategies we provide a roadmap to meet your goals.
TAX CONSCIOUS INCOME STRATEGIES FOR THOSE SPENDING DOWN ASSETS.
Although many focus on the need to save for
retirement, we take the concept one step further in emphasizing the need to plan for how to distribute income once in retirement. Proper distribution planning can provide peace of mind while lowering tax consequences and minimizing longevity risk.
Education for Children
HELPING INSTILL PRUDENT FINANCIAL HABITS TO THOSE ABOUT TO EMBARK ON THE WORLD.
We regularly provide education to children of our clients. You’ve worked hard for your money and we want to assist in providing concepts, from basic to advanced, to ensure your children have the necessary tools to set them up for success.
THERE’S NO I IN TEAM.
We often address concerns outside of our core expertise. These areas may include tax preparation, business valuation, and specialty financing – to name a few. We welcome the opportunity to collaborate with your established team of business partners and advisors or assist in creating your network.