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Our Services

 We provide a broad array of planning and guidance in all areas of our client's lives.  We utilize a variety of accounts, investments, insurance and other tactics to implement your financial objectives.

Family

  • Helping children: Savings, Family loans, Learning about money, etc.
  • Retirement transitions: Transitioning from working because you have to
  • Funding eduction: Saving decisions, 529 plans, Coordinating Loans/Grants/Scholarships

Lifestyle

  • Meet financial needs: Income planning, Spending plan, Social Security, etc.
  • Attain financial wants: Vacation home, Family events, Hobbies & leisure, Lease vs. buy
  • Manage health: Employee benefits, Medicare/ACA, Long-term care, etc.

Future

  • Clarify vision: Financial planning, Retirement planning, Investor education
  • Smooth life transitions: Marriage/Divorce, Birth/Death, Change of residence, Assisted living

Financial Comfort

  • Manage resources: Investments & savings, Home, Risk management
  • Tax mitigation: Tax loss harvesting, Retirement plan funding, Stock options
  • Protect assets: Insurance, Business/Buy-Sells, LLC's/LP's, Defined benefit plans

Legacy

  • Execute intentions: Trusts & Wills, Life insurance, Titling of assets, Medical directives/POA's
  • Help beneficiaries: Designations, Valuation/Projections, Corporate trustees
  • Charitable giving: Charitable trusts, Planning, Donor advised funds, Tax considerations