Our Services

• 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

• 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

• 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

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

• 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