What services do you provide?

Investment and Money Management

• Review of your investment portfolio
• Continual monitoring of your investments
• Regularly scheduled meetings to review and evaluate investment performance, update overall financial objectives and reallocate portfolios
• Independent, unbiased advice
• Access to institutional money managers

Tax Planning

• Review of your tax return to seek ways to reduce your tax bill
• Review of your tax situation and planning to incorporate any new tax changes
• Free consultation with your tax preparer
• Recommendations of tax solutions, including tax-managed investments
• Staying up to date on and presenting new tax laws that can affect your situation

Retirement Income and Distribution Planning

• Analysis of your income needs now and in the future
• Continual development and implementation of income strategies to help you maintain a comfortable standard of living
• Recommendations regarding the best distribution strategy for employer retirement plans and IRAs
• Analysis of the beneficiaries of IRAs and how to establish an Inherited IRA
  

Family Wealth Planning

• Analysis of your current estate plan and discussion of your concerns
• Free consultation with your attorney
• Assistance in transferring assets to your Living Trust or other trusts
• Guidance regarding the appropriate steps in the event of the death of a loved one

Risk Management and Insurance Planning

• Analysis of your insurance needs and concerns
• Planning for long-term care needs