Broker Check

What We Do

Even the smartest, most productive, most informed people can't do it all. We partner with you to understand what it is you'd like to achieve, make the plan to get you there, and advise and be your sounding board along the way.

By understanding the many challenges of retirement today, we know a concern for many is outliving their money. We focus on financial advising and investment management, as well as other issues that help you align with your goals.

<strong>Investment Management</strong>

Investment Management

  • Access to Alternative Investments
  • Asset Allocation, Diversification and Rebalancing
  • Concentrated Stock Strategies, RSU and Stock Option Planning
  • Consultation on life changes that affect your assets
  • Customized Portfolio Management
  • Income Strategies & Cash Flow Planning
  • Money Manager Selection & Ongoing Monitoring
  • Performance Reporting & Market Commentaries
  • Secure Client Portal
  • Sustainable & Socially Responsible Investment (SRI/ESG) Solutions
  • Tax Efficient Investing
  • Tax-Loss Harvesting

<span id="_mce_caret" data-mce-bogus="true"><strong>Financial Planning</strong></span><br data-mce-bogus="1">

Financial Planning

  • Adoption Planning
  • Business Succession & Exit Planning
  • Charitable Giving Strategies
  • Education Planning
  • Employment Package Analysis Review
  • Estate Planning Review & Coordination with Legal and Tax Advisors
  • Executive Compensation
  • Financial Organization
  • Goal Assessment & Prioritization
  • Incapacity Planning
  • Inheritance & Settlement Planning
  • Planning for Unique Circumstances
  • Portfolio Review (allocation, risk tolerance, objective, tax efficiency, cost, investments)
  • Real Estate Advice & Support
  • Retirement Planning
  • Risk Management & Life Insurance Analysis
  • Spending Review

<span id="_mce_caret" data-mce-bogus="true"><strong>Retirement Planning</strong></span>

Retirement Planning

  • Beneficiary Review
  • Cash Flow Analysis & Spending Plan
  • Estate Planning Review
  • Financial Organization
  • Identifying Scenarios & Goals
  • Income Building and Withdrawal Strategies
  • Long-Term Care Assessment
  • Portfolio Review & Consolidation
  • Risk Management Analysis
  • Social Security Planning
  • Succession & Business Exit Planning

<span id="_mce_caret" data-mce-bogus="true"><strong>Planning For Those in Transition</strong></span><br data-mce-bogus="1">

Planning For Those in Transition

  • Cash Flow Analysis & Spending Plan
  • Divorce Planning
  • Educational approach to navigating one's changing environment
  • Estate Planning
  • Financial Organization
  • Guidance & Consultation for Widows

<strong>Risk Management &#38; Insurance Services</strong>

Risk Management & Insurance Services

  • Advanced Estate Planning Strategies
  • Business Owner Succession Planning
  • Long-Term Care Solutions
  • Policy Reviews
  • Term Insurance

<span id="_mce_caret" data-mce-bogus="true"><strong>Legacy Planning</strong></span><br data-mce-bogus="1">

Legacy Planning

  • Account Titling Review
  • Beneficiary Review
  • Estate Planning Review & Coordination with Legal and Tax Advisors
  • Family Financial Management
  • Insurance Review & Analysis
  • Wealth Transfer Strategies 

<span id="_mce_caret" data-mce-bogus="true"><strong>Business Planning</strong></span>

Business Planning

  • Coordination with Attorney, CPA, and Other Professionals (as needed)
  • Retirement Plan Selection
  • Succession Planning
  • Tax Planning Strategies

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