Whether you have just a few financial questions
or want to develop a comprehensive plan,
we can help.
FINANCIAL POSITION
You can’t reach a destination if you don’t know your starting point. That’s why financial position is so important to the planning process. We take the time to gather facts, figures, and feelings to better understand where you are today and your ability to move towards your goals and objectives.
protection planning
Assume the best, plan for the worst, and prepare to be surprised. It’s our guiding mantra. We help clients understand the impact of those “what-if” possibilities and prioritize what’s most important. We review employer benefits and recommend supplemental or portable solutions, if needed.
investment planning
Goal-based investment planning is what we do. Whether you are saving for a first or second home, a college education, or a bucket list trip, we can help. Our recommendations, which you implement, are based on your experience and expectations, tolerance for risk and volatility, and tax concerns.
income tax planning
Taxes are one of two certainties. The more money you pay in taxes, the less you have to spend or save toward your financial goals. It’s that simple. Our goal is to help you make tax-wise decisions within all of our recommendations, so you can put that savings to work.
retirement planning
Retirement planning comes with its own set of complex rules. We can help you define what retirement means, show you how much to save and where, what accounts to withdraw from, and how to maximize Social Security. We will also introduce the importance of tax diversification.
estate planning
Estate planning is not just for the wealthy. Anyone who wants to simplify how their assets will pass to the people and organizations important to them while controlling their end-of-life health care decisions will benefit. We also work to minimize income and estate taxes for our clients.
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