Services

We offer the following advisory services:

♦ Investment Advisory Services

Financial Planning

Types:

  • What's Working Analysis

  • Wealth Planning - Accumulation, Pre-retirement, Income Planning

  • Legacy Planning - Retirement Income Distribution Planning, Wealth Transfer, Beneficiary planning

♦ Wealth Management Services (the combination of Investment Advisory and Financial Planning)

We consider five critical areas of financial planning, taking into account your family traditions, values, life lessons, and wishes.

  • Protection - working to ensure your plan is in position for the unexpected.
  • Estate Planning - seeing that your plan will carry out your wishes.
  • Retirement Income Planning - strategize for adequate retirement income.
  • Taxes - help maximize what you earn by minimizing what you owe.
  • Investments - focusing on the growth and management of your portfolio.

Based on your objectives and goals, we customize appropriate strategies to suit your vision and objectives and help you execute a sound financial program utilizing products and services that best meet your goals.

Often, individuals or families would come to us with a specific concern in one of these areas, like investments. Because many moving pieces can impact a person's financial life, not just their investment, we like to do a deep look (much like a physical) to ensure we are not solving one area and jeopardizing another.