Areas of Focus
We offer a comprehensive fee-based and transaction-based suite of services, delivered with the assurance that we plan not only for today, but for your family’s enduring legacy.
Our goal is to ensure each part of your financial life is working together in unison to support your needs, wants, and dreams for the future. Throughout our relationship, we will address the below areas to create a customized financial plan and investment strategy based on your personal benchmarks.
Comprehensive Planning
- Financial Planning
- Estate Strategies
- Retirement Income Analysis
- Tax Planning Strategies
- Insurance Strategies
Investment Management
- Investment Solutions
- Tax-Optimized Strategies
- Concentrated Stock Management
- Customized Solutions
- Cash Alternatives
Coordination with Professionals
- CPA/Accountant
- Estate Attorney
- Insurance Representative
- Banker
Wealth Transfer
- Family Vision and Values
- Distribution Maps
- Family Executor and Trustee Education
Philanthropy
- Evaluate Charitable Options
- Charitable Trusts
- Donor Advised Funds
- Tax Mitigation Gifting