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