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Our Services

Financial Planning

  • Fee-based comprehensive financial planning
  • Create and maintain context for decision making
  • Goal development and funding analysis (e.g., Educational and retirement funding)
  • Sensitivity testing & scenario analysis
  • Personalized strategies & recommendations
  • Organization and rationalization of financial resources and documents
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Protection Planning

  • Insurance needs analysis; coverage and gaps in coverage
  • Reviews of employer provided benefit plans
  • Protecting your income and assets with life, disability, and/or LTC insurance
  • Home, auto, and liability coverage reviews by a trusted partner
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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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Retirement Planning

  • 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

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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