Our Services

Financial Planning 

• Comprehensive financial planning
• Goal development and funding analysis (e.g., educational and retirement funding)
• Sensitivity testing and scenario analysis
• Personalized strategies and recommendations
• Organization, rationalization, and context for financial resources
• Retirement funding and retirement income analysis
• Strategies for tax efficient retirement income
• Analysis of social security strategies and pension options
• Review of employer-sponsored plans

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Investment Management

  • Ongoing investment advice including portfolio construction and management
  • Personalized asset allocation analysis and advice
  • Analysis of risk versus reward, management costs, and tax efficiency
  • Dedicated investment research and due diligence
  • Portfolio stress tests and personalized risk score
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Protection Planning

  • Insurance needs analysis; coverage and gap analysis
  • Reviews of employer provided benefit plans
  • Detailed analysis of existing coverage
  • Protecting your income and assets with life, disability, and/or long term care insurance
  • Home, auto, and liability coverage reviews by a trusted partner
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Planned Giving & Wealth Transfer

  • General education on strategies and techniques for wills, trusts, and estate planning
  • Charitable planning strategies
  • Family dialogue/roundtable and documentation of wishes

Planning for Business Owners

  • Business exit and succession strategies including buy sell agreements
  • Executive compensation strategies
  • Development and funding of both qualified and non-qualified benefit plans
  • Key employee risk and retention strategies

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