We provide intimate, intricate financial planning for busy executives and professionals. Our clients appreciate the value of a comprehensive planning process but lack the time or resources.
Here are some of the services we offer:
Through our Lifelong Wealth Planning Process we focus on helping individuals or families, by developing, implementing, and monitoring a customized plan to achieve your life goals.
You have accumulated your assets, now it’s time to protect and enjoy them! We help identify and understand what needs to be addressed to lead to a peaceful retirement. We’ll develop an income strategy to maximize your retirement income.
We establish an appropriate investment strategy based on your plan needs and risk tolerance to align with your goals.
We evaluate your insurance needs and coverage for inadequacies and recommend appropriate solutions to protect you and your family. These insurances include but are not limited to: life, disability, long-term care, home/auto, and health/Medicare.
We help families prepare for college expenses by teaching where tax dollars can be saved most efficiently, how much can be afforded, and positioning assets to maximize potential financial aid.
We develop a plan to ensure your affairs are being best looked after, and in a tax efficient manner.
We work with tax professionals to maximize opportunities and develop a cohesive tax-savings strategy.
Social Security Planning
We develop a strategy for collecting Social Security retirement benefits utilizing the many options available to you.
Recognizing the philanthropic nature of our clients, we determine the optimal strategies to allow our clients’ funding wishes to be implemented in the most practical, efficient manner possible.
We work with business owners in resolving key issues facing their businesses. These include but are not limited to: succession planning, 401k plans, executive compensation, group benefits, and key person insurance.
We assist in the analysis and selection of the appropriate benefits provided by your employer.
Executive Equity Compensation
We help executives understand and strategize how to best utilize their stock options and restricted units as it pertains to their financial plan.
Mortgage and Home Equity Analysis
We assess your current debt obligations and determine potential improvements.