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Services & Investments

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Planning

Goal identification

Consultation on life changes that may affect your assets

Portfolio review (allocation, risk tolerance, objective, tax efficiency, cost, investments)

Design of a spending plan and cash flow management

Life insurance analysis

Education funding for children and grandchildren

Retirement planning

Executive compensation

Employment package analysis

Financial organization


Implementation of recommendations

Charitable giving strategies

Estate planning review and coordination with legal and tax advisors

Incapacity planning

Retirement Strategies

Cash flow analysis and spending plan

Financial organization

Portfolio review and consolidation

Income building and withdrawal strategies

Social Security planning

Long-term care assessment

Legacy Planning

Wealth transfer strategies

Estate planning review and coordination with legal and tax advisors

Account titling review

Beneficiary review

Insurance review and analysis

Family financial management

Investment Management

Portfolio evaluation

Portfolio diversification

Asset allocation per individualized strategy

Account rebalancing

Money manager selection and ongoing monitoring

Quarterly reports and market commentaries

Consultation on life changes that affect your assets

Fee, internal cost and tax efficiency review

Socially Responsible Investment (SRI/ESG) solutions

Business Planning

Retirement plan selection

Tax planning strategies

Succession planning

Coordination with attorney, CPA and other professionals (as needed)

Risk Management (Insurance services)

Long-term care solutions

Business Owner succession planning

Advanced estate planning strategies

Term insurance

Policy reviews

Widow and Divorce Planning

Cash flow management and design of spending plan

Personalized process in financial organization

Educational approach to navigating one’s changing environment

Estate planning review and planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 206-745-5505