Your Purpose Is Our Passion
PERSONALIZED STRATEGIES
We are committed to guiding you through the financial crossroads you face, Our attention to detail allows us to deliver big thinking and strategizing to create an individualized plan you can understand, with the goal of helping you sleep well at night.
Here is a look at some of the work we do for our clients:
Financial Planning
YOUR FRIEND WITH THE MAP
We specialize in bringing the moving pieces of your financial puzzle together. We can help you identify financial blind spots, including taking on too much or too little risk, saving enough for retirement, knowing how much to save for college, and taking into account the cost of long-term care. For more than a decade, we’ve helped meet the needs of a wide range of investors.
- CEOs and other C-level executives and young professionals
- Business owners
- Executives and families with complex tax needs and concerns
- Pre-retirees and people living in retirement
- Clients with non-traditional families that may need special consideration
Retirement Planning
Retirement planning can be complicated. It may involve a combination of income sources such as retirement accounts, investments, pensions, durable income, as well as a variety of expenses along the way. Because it’s so diverse, it can carry a wide range of tax implications. Once you start using your retirement funds, it’s equally important to have a plan to help address your needs.
Estate Planning
Planning your estate allows you to make decisions about your finances if you’re disabled or after you pass. You can use estate planning to make sure your loved ones are provided for.
Estate planning can also ensure your legacy lives on. Your values and philanthropic intentions will be sustained, and the causes that are important to you will continue to be supported with a well-designed estate plan.
We strive to ensure your overall financial life is working together to help you build, preserve, and transfer your wealth most effectively.
Risk Management
We will review your risks and provide solutions to any areas of concern regarding adequate life and disability insurance. We’ll also discuss your exposure to long-term care costs.
As part of our efforts to help you manage life’s risks, we’ll look to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are catastrophic illness, disability, and long-term care. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures. Your next line of defense is the insurance coverage you hold.