Our Services

Consultative services for executives, individuals, and their families

Special interest and areas of expertise include:

Financial Planning:  Identifying financial goal and objectives and creating a true and accurate roadmap to help clients gain a clear understanding of their financial status and future direction.

Executive Benefits:  Helping business owners and highly compensated employees, who often need more than traditional retirement plans. This includes designing tax-favored plans to help them pursue their goals and retain key employees.

Business Succession Planning:  Working closely with business owners to maximize the value they receive once they are ready to transition out of their business while mitigating the taxes they pay.

Retirement Planning:  Helping business owners make the most of their employer-sponsored retirement plans and IRAs. This includes determining how much they need to retire comfortably and also managing their assets before and during retirement. 

Tax Management:  Shedding light on complicated and ever-changing tax laws and all of the intricate strategies that can help reduce current and future tax burden. We partner with some of the most highly qualified tax specialists who can position our clients for tax savings now and in future years.

Estate Planning:  Reviewing wills and trusts as well as helping preserve client estates for their intended heirs. This often includes helping with beneficiary designations, reducing exposure to estate taxes and probate costs, and coordinating with our clients' tax and legal advisors. 

Risk Management:  Reviewing existing insurance policies, recommending policy changes when appropriate, and finding a suitable policy for every situation. 

Education Funding:  Recommending investment and accumulation strategies to help individuals pay for their children's education. 

Investment Planning:  Determining asset allocation needs, helping clients understand their risk tolerance, and recommending the appropriate investment vehicles to them pursue and exceed their goals.