Financial Services Overview

Complete Set of Financial Solutions

Your needs and goals will change over time, and when they do, we’ll help you make adjustments to your investment plan as needed. We want to make sure you’re living your life the way you want to live it.

Investment Planning

Is your asset allocation appropriate and customized? Are your investments performing comparably to their benchmarks? Were your annual contributions or distributions on target? Have you set aside enough cash for purchases to be made in the next three years? Do you have a system in place to track transactions and cost basis?

Tax Planning

Are you working with a qualified tax professional? Is the rest of your financial plan coordinated with your tax plan? Would you benefit from more tax-aware strategies?

Net Worth / Cash Flow Analysis

What is your current net worth? What is an estimate of your current monthly/annual spending plan? Do you have a good understanding of where you are now financially?

Debt Management

Do you have access to debt at the best available rates? Is your total debt a reasonable percentage of your assets? Is your debt tax-efficient?

Education Funding

Do you know how much you are likely to be paying for higher education costs? Are you planning for K through 12 or higher education expenses in the most cost- and tax-efficient manner? If not, we can help – learn more.

Insurance Planning

Income and asset protection: Are your needs for life insurance, catastrophic loss due to long term care, property losses, liability issues and disability protection being covered in the best way at a competitive cost?

Estate Planning / Charitable Giving

Does your will match your wealth transfer wishes? Are your assets titled correctly and have you set up appropriate beneficiary designations? Have you established and funded all the necessary trusts? Do you need and have a power of attorney, a health care declaration, and a living will?

Financial Independence Planning

Does your will match your wealth transfer wishes? Are your assets titled correctly and have you set up appropriate beneficiary designations? Have you established and funded all the necessary trusts? Do you need and have a power of attorney, a health care declaration, and a living will?

Personal Paradise

What money values have you developed? Do you find satisfaction in your career or activities after retirement? Do you have passion in your life? Are you spending time with the people you want to spend time with? Are you spending time doing the things that truly make you happy? How would you live your life differently to experience more passion and fulfillment? How do you need to manage your finances to be able to fund your ideal life?