Services
We offer the following advisory services:
♦ Investment Advisory Services
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.