Our Services

The proper financial plan, the right resources, and sound management can make achieving your goals possible. This is where we come in.

Services

Retirement Planning

  • Full analysis of your current retirement plan(s), if any
  • Discuss the lifestyle you envision and your goals for retirement
  • Design an up-to-date, comprehensive strategy to help you achieve those goals and live the life you want without worrying about outliving your money

Income Planning

  • Analysis of your current situation and portfolio
  • Determine desired income projections and how to effectively mitigate taxes when taking distributions from qualified retirement accounts
  • Implement changes to pursue highest income and lowest tax burden possible

Estate Planning

  • Discussion of your goals related to the eventual distribution of your assets
  • We'll work with a respected estate planning attorney to determine the best tax-advantaged trusts or other solutions most beneficial to you and your heirs
  • Periodic evaluations to ensure any changes to your plan are made as needed

Tax Planning

  • With the help of a recommended tax planning strategist, we'll study your income, investments and business to understand your tax burden
  • Activate the latest legal strategies to significantly reduce the taxes you pay
  • Re-evaluate these strategies and your financial plan to maintain tax efficiency

Insurance Planning

  • Know what you need to protect. Health? Assets? Life? Business?
  • Decide on best combination of insurance products, with tax advantages, to protect you and your assets, and provide income in retirement if desired
  • Review your policies and recommend changes as needed

Long Term Care Planning

  • We'll discuss how to eliminate a future burden on your family, while ensuring your long-term health needs are met
  • A plan that ensures your care and independence will be designed just for you
  • Your loved ones will know that you're looking out for them and yourself

Supplemental Insurance Planning

  • A review of your financial plan, assets, and personal situation may determine whether or not you are underinsured
  • We'll go over the options to help you better protect yourself and your assets
  • The right supplemental policies could save you and your family a lot of money

Life Planning

  • This is a truly comprehensive plan that takes all aspects, expectations and even the unexpected in life into consideration
  • We'll consider current and future assets, career, marriage, health and family
  • Built for the long road, the plan will be flexible to the changes in your life