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Services 2018-02-15T16:01:50+00:00

Our wealth management process is based upon building a comprehensive financial plan that is as unique as you are. We address the fundamental building blocks of planning: Foundation, Lifestyle, and Legacy.

Foundation

Survival is the foundation of the financial planning pyramid. Just as when building a house, establishing a deep rooted and robust foundation is the key to a successful build. In the Survival segment we evaluate emergency funds, insurance, and cash flow. Our goal is to ensure you have the resources in place to weather the storm.

Lifestyle

Lifestyle is about discretionary items and luxury activities. Perhaps you like to take an annual trip to Europe, or add to your car collection. We address goals such as college planning, travel and vacationing, and big ticket purchases. Our goal is to ensure you can spend your time doing what you love, with who you love.

Legacy

Legacy is how you want to be remembered. Transferring wealth from one generation to another has become increasingly difficult. We address issues such as estate planning, charitable giving, philanthropy, and trusts. Our goal is to ensure that you can leave your mark on future generations and provide for those who mean the most to you, in a tax-efficient manner.

When your financial house is in order, it’s easier to make financial decisions and stay on track to pursue your goals.

Our position as an independent firm allows us to provide objective investment advice with no proprietary products. We focus on asset allocation, risk management and open dialogue to build and manage your goal-oriented financial plan.

We provide the guidance and motivation to pursue multi-generational financial freedom. Our comprehensive process covers aspects such as cash flow management, long-term care, business succession planning, prevention strategies and and many other variables that can help to bridge the gap from today to tomorrow.

Retirement planning is vital for determining the actions you should take to reach your retirement goals. This can include but is not limited to managing IRA’s, Defined Contribution Plans, Defined Benefit Plans, Executive Compensation, and Annuities.

We want to help you allocate where your funds will be going long-term. We can help you plan your will and trust, establish the executor of your estate, assign charitable giving, and many other tools to pursue multi-generational wealth.

Being able to be in a place to set aside money for college and any other secondary schooling can be challenging without a custom financial plan. Through tools such as 529 plans, UTMA’s, financial aid planning, and Coverdell ESA’s we seek to work with you to prepare a custom education funding plan

Collaboration is key.

Our unique, family-like team is equipped with various strengths and experiences from which we can draw when needed. This helps us present the most thoughtful and appropriate strategies to you and your family when making pivotal financial decisions. We have built relationships with local professionals (attorneys, CPAs, insurance consultants) we can consult with when seeking to improve your overall financial position. As our client, you are at the center of our collaboration process. For you, we welcome going the extra mile.

What’s Next?

Our staff will handle your financial needs with great care because we consider you part of our family. Not only will you find our team members knowledgeable, but you will also discover that our team truly cares about your goals as much as you do! To know what to expect when working with us, look into Our Process!

Our Process

Time for an Honest Discussion?

Our financial planning process begins with honest discussions. Is it time we sat down to talk?

Let’s Talk