To Help You Build Confidence & Clarity

Financial Planning

The complexities of your financial picture likely include acquiring wealth to prepare for a comfortable retirement and understanding how to use that wealth to provide income efficiently to your family when you make the decision to stop working. With the guidance of our firm, we can assist you with:

• Helping you to determine how much income you will need in retirement.
• How to save to meet your income goals and investment strategies you can use.
• The appropriate amount of investment risk to take on based on your goals and tolerance.
• Aiding you in designing an income plan that is tax efficient.
• Understanding your cash flows in retirement.

Investment Management

Whether you are saving for retirement, or any other goal, your portfolio should be a reflection of the unique goals you have for yourself and your loved ones.

In order to develop an individually designed portfolio, we’ll consider your goals, your personality, your tolerance for various types of risk, and your investment experience. We will design a portfolio intended to mitigate various risks to the achievement of your objectives.

As we continue to work together through the years, we will monitor and alter the investment strategies we are using based on economic and market conditions, the time horizon for the goal, and your tolerance for risk. All of these factors change with time, and monitoring your progress is an integral piece of the investment management progress.

Tools we use for investment management:

• Advisor Directed Brokerage Accounts
• Third-Party Investment Managers
• Various Annuity Programs
• Term Life and Long-Term Care Insurance
• Mutual Fund and ETF Portfolios

Investing involves risk, including possible loss of principal.

Educational Opportunities

Our team is passionate about educating our clients by informing them in a number of ways. Through conversations, sharing resources and more, you can expect to learn about the financial process to the extent that you desire. 

In addition to events and seminars that cover a variety of financial topics, we also offer speaking engagements as a benefit to employers' staff. A few of the discussions include: 

• Roth Conversions
• Medicare Planning
• Current and Relevant Legislation
• Retirement Income Planning
• Social Security Claiming Strategies
• Saving for Retirement

Estate Planning Guidance

With a thorough understanding of your goals, we’ll collaborate with you and your estate planning attorney to develop a plan that ensures your assets are left as you intend and your concerns are put at ease. 

CPA Coordination

With a network of experienced professionals, we’ll act as your quarterback in areas where the advice of a tax professional would impact our decisions. With a team approach to tax planning strategies, we will help you make effective, long-term decisions. 

Communication

We plan to provide communication that is appropriate and relevant. The goals for our communication are to provide educational opportunities and set expectations as we encounter market events. To that end, you may expect to receive periodic updates, newsletters and various other mailings from our office. Please let us know if you prefer to receive more or less material, as this is unique to each person.

For current clients: You can schedule meetings and calls online. You'll receive a newsletter, and timely communication about current events.

For prospective clients: If you would like to be added to the newsletter, we'd be happy to add you to the email distribution list.