PERSONALIZED SERVICES
START WITH WHO YOU ARE

Using our knowledge to facilitate YOUR goals.

TRANSITIONING RETIREES                    BUSY PROFESSIONALS                    GENERATIONAL WEALTH TRANSFER

WHO WE SERVE

Every area of your financial life overlaps, which is why we use a comprehensive wealth management approach. That approach considers your goals and supports those goals through your investments, insurance, and tax strategy. Growing out of a decades old CPA firm, our tax expertise influences many of our recommendations. We use a team approach because a single person cannot be all things to all people at all times. Our Fee-Only commitment avoids the conflicts of interest inherent in selling financial products that we may recommend to you.

TRANSITIONING RETIREES

Financial Planning for Retirement

Switching from accumulation to the distribution phase of life is often scary. When can you truly afford to retire? What questions aren’t you asking? 

You must make many decisions when transitioning into retirement. A Social Security claiming strategy, an investment distribution strategy, possible long-term care and Medicare insurance purchase, even how you will use new found free time. With a comprehensive financial plan we can model and test your retirement plan, optimize your investment and tax strategies and answer the questions you have about whether your money will last as long as you expect to live.

RETIREMENT PLANNING      |      TAX STRATEGIES      |      INVESTMENT ANALYSIS      |      ESTATE PLANNING      |     INSURANCE CONSULTING  

BUSY PROFESSIONALS

Between work, family, friends, and hobbies you have little time to educate yourself about every possible investment, tax or insurance option available. 

We remove from you the guesswork and burden of due diligence, tax compliance and investment management. We seek to understand your immediate and long-term goals and guide you through the process to achieve them. Balancing college savings against retirement savings or choosing a Roth over regular IRA are questions we answer every day.

RETIREMENT PLANNING      |      TAX STRATEGIES      |      INVESTMENT ANALYSIS      |      ESTATE PLANNING      |     INSURANCE CONSULTING  

GENERATIONAL WEALTH TRANSFER & CHARITABLE PLANNING

Some accumulate far more than they will need for their lifetime. How you transfer that legacy to future generations or charities can make a huge impact on that transfer’s success. 

Estate planning goes well beyond the tax planning. Smart tax planning can yield significant benefits for you and your heirs, but how that gift impacts your family or a charity typically motivates clients’ planning even more. Making complex legal and tax decisions and melding those with family dynamics, personalities and long-term goals can require experienced advice. Our process identifies available strategies and the practical implications of those strategies.

RETIREMENT PLANNING      |      TAX STRATEGIES      |      INVESTMENT ANALYSIS      |      ESTATE PLANNING      |     INSURANCE CONSULTING

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