Our team of experienced financial advisors includes CERTIFIED FINANCIAL PLANNER™ professionals who will work with you to establish financial goals and help you gain control over your personal finances.
As fee-only financial planners, our objective is to offer guidance that is in your best interest and helps you enjoy less stress and more confidence in your financial direction.
We will build a comprehensive financial plan that works toward your goals. Our services commonly include:
- Retirement planning to help produce income that will last the rest of your life. We address major risks, including longevity, inflation, low interest rates, and health care costs. Our proprietary retirement income strategy is designed to help hedge against disruptive market cycles during your retirement.
- Tax-efficient wealth accumulation to develop and manage a savings plan that helps build wealth and helps achieve your longer-term goals, such as retirement.
- Employee stock option planning to help you make informed decisions about this valuable wealth-building tool.
- Education planning so you can tax-efficiently save for your children’s college years while also saving for your retirement.
- Tax planning to identify both short- and long-term strategies to help reduce your tax burden.
- Insurance planning so you can be confident that you have the proper protection.
- Estate planning to help preserve your family’s wealth by minimizing taxes, probate costs, family conflict, and unnecessary delays.
A Coordinated Approach to Wealth Management
We embrace an integrated process that coordinates financial planning and investment management. The result is a comprehensive financial plan to help give you financial clarity and control.
- Gather data. We begin the process by collecting information on your financial situation.
- Set goals. We learn about the issues that are important to you so we can build your personalized financial and investment strategies.
- Analyze data. We analyze the information you provided and formulate our initial strategies.
- Design plan. We combine your data with the information we discussed to design your customized financial plan and investment portfolio.
- Implement plan. We implement your financial and investment strategies, as well as execute and appropriately invest account transfers.
- Monitor plan. We provide ongoing management of your financial assets and maintain ongoing contact with you.
- Provide clarity. We provide each of our clients access to a personal wealth management site. This site helps provide constant financial clarity. You can track your expenses and see the values and allocations of all your accounts regardless of where they are held. Each day, your accounts and financial projections are updated with current numbers.