We know that in financial services, one size does NOT fit all, and not everyone needs the same things from their financial advisor. That's why we focus our service offerings in two ways:
Who We Serve and What We Do.
Who We Serve
Engaging in what excites you shouldn't be a luxury; it is the outcome of every successful plan and the reward of a life well-lived. Whether simple activities like golf and traveling or once in a lifetime experiences, the things your dream of should be the core of your retirement plan.
Families with Special Needs
Families with special needs face numerous financial challenges - developing lifetime care plans, maintaining eligibility for benefits, and efficiently managing resources. Our clients benefit from our personal experiences, commitment to professional development, and community involvement.
You've dedicated your life to a particular field - medicine, law, military service, business. Let us provide the process to increase your financial efficiency so you can do what you are best at.
Small Business Owners
For most small business owners, their largest and most important investment is their business. We offer strategies designed to protect, grow, and eventually maximize the value of your business for transfer or sale.
What We Do
Whether employment income, portfolio dividends, or retirement sources, for most people the management of cash flow is one of the most important and concerning aspects of financial planning.
Wills. Trusts. Probate. Gifting. Estate planning is one of the most essential, yet challenging issues to manage for individuals with substantial means. Let us assist by finding the most efficient way to pass what you've built on to your family while preserving your legacy.
A plan is only as good as its execution. That's why we manage your portfolios personally and partner with professionals to analyze, screen, select, and monitor your investment selections.
Generating income is important - but so is keeping it. Optimizing asset location, cost-effective rebalancing, and proper withdrawal strategies can decrease unnecessary tax liabilities and increase long-term wealth retention.
With college on course to cost $200,000 - $600,000 by 2040, planning for education is no longer a secondary concern. Leveraging all available tools (investments, scholarships, pre-paid plans, loans, etc.) has become a must for parents looking to unlock the future for their children.
Life has risks - its our job to help identify and evaluate them. Through our strategic partnerships we can analyze existing coverages and assist you in selecting and securing appropriate life, disability, and long-term care policies from a variety of insurance carriers.