My Services

Financial Planning

Developing a customized financial program with appropriate strategies designed to suit your unique vision and objectives. This includes a written financial document as well as advice and guidance to put the plan into action.

Investment Management Strategies

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

401k Roll-overs and Roth IRA Conversions

Recommending investment and distribution strategies for your retirement assets. Analyzing your specific needs to determine if a Roth Conversion is right for you.

Tax Management*

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate and Legacy Planning*

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Inheritance Planning

Determining the most appropriate strategies for assets transferred to you.

Charitable Giving

Comparing charitable giving options that match your charitable goals with your financial objectives.

Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the most appropriate policy for your situation.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.  This includes 529 College Savings Plans and custodial accounts.

Employee and Executive Benefits

Helping your business attract and retain qualified employees through benefit packages.  This includes 401k plans, group insurance options, and stock ownership programs.

Business Continuity & Succession Planning*Planning for the smooth continuation and success of your business including cross-sell agreements and family business transfers.

 

* Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.