Services

Plan for financial independence and a work-optional lifestyle. You’ll learn whether you’re saving enough, spending too much, withdrawing too fast, or invested in a way that’s inconsistent with your goals. We’ll stress test your plan against a series of shocks, such as a bear market during your retirement date or large and unexpected medical bills, to weatherproof your planning against future storms.

You should be confident in your ability to stop working. We can help.

Photo of retirement planning.

Tailor your investment portfolio to meet your goals. We’ll help you construct a portfolio that optimizes your risk/return profile and minimizes the tax liabilities on your investments We invest in stocks, bonds, mutual funds, exchange-traded funds (ETFs), and closed-end funds (CEFs) when constructing portfolios and try to minimize costs where possible.

Not everyone gets in on the hot IPO, but our approach coupled with our retirement and financial planning advice could help you make better decisions with your money.

Photo of investment planning.

Financial planning is a collaborative process that helps to optimize your potential for meeting life’s financial goals. This touches on every aspect of your financial world, from basic budgeting and debt management to advanced investment strategies and legacy planning tactics. Every client is unique, and every plan is different.

We’re here every step of the way to help execute on what we recommend, but you are ultimately responsible for calling the shots and implementing any recommendations.

Photo of person at computer.

Coordinate your tax planning efforts. We do not offer tax advice or tax preparation services, but we do work closely with your tax professional to manage your overall tax planning strategy. We want you to take advantage of any favorable tax treatment to which you are entitled. We collaborate to implement tax-loss harvesting tactics, capital gains mitigation techniques, charitable giving options, and devising tax-efficient spenddown strategies.

Photo of tax planning.

Send your kids and grandkids to college without breaking the bank. The full cost of college can be staggering. We’ll help you establish tax-efficient planning strategies to save and grow your funds for your child’s or grandchild’s future education.

Photo of college grad speaking to class.

Don’t get caught unprepared. While we don’t sell or offer insurance, we can help you evaluate the adequacy of your coverage and identify any potential gaps. Most people simply “set and forget” their coverages. We’ll review your insurance coverages periodically to help ensure you adequately preserve what you have.

Photo of hour glass.

Take full advantage of what your employer is offering. Save yourself from flipping through tedious benefit booklets. Our staff can handle that for you. We’ll help you navigate your company stock options, ESOP plan, medical coverage choices, review the fine print on your 401(k), and highlight any unique fringe benefits you may have missed on first glance.

Photo of office workers talking.

Set up a company retirement plan and retain your top talent. We can design and manage retirement plans, executive benefit plans, investment strategies, offer financial education for employees, help reduce tax liability, and ensure you don’t miss any required employee benefit communications.

Photo of computer data screens.