How We Work
Our firm’s mission is to offer a model of client service excellence through taking a curated and unique approach to each client’s individual situation. Our concierge suite of services includes strategic retirement planning, income planning, tax efficient investment strategies, financial and estate planning and risk management. Our team’s over 40 years of combined experience helps clients to better navigate the complex world of investments, tax implications, estate planning and transition, and provide a pathway to their financial future.
Investment
Strategies
Retirement Accounts:
IRAs/Roth/SEP/Simple IRA/HSA Accounts
Investment Strategies:
Individual Stocks/Bonds
Mutual Funds/ETFs
SMAs/Managed Accounts
Tax Efficient Management Program
Brokerage Accounts
Variable and Indexed Annuity Strategies
Donor Advised Charitable Accounts
Financial Planning and Estate Planning
Real World Financial Plans:
Income and Tax Planning for your Needs
Budget and Cash Flow Analysis
College Planning and Preparation
Preparation of Estate Plans and Updates:
Assist in Plan Preparation and Documentation
Update Existing Documents to Current Needs
Business Owner Retirement Plans:
Individual 401k plans, Money Purchase Plans
Profit Sharing Plans and Defined Benefit Plans
Individual Workplace Plan Support:
401k, 403b, 457 plans, State and Union Pensions
Insurance
Planning
Risk Management/Asset Protection Strategies:
Disability Income Insurance
Life Insurance: Term/Universal Life Policies
Long-Term-Care Insurance
Complex Insurance Planning and Design:
Life Insurance Retirement Plans (LIRP)
Charitable Remainder Trusts
Special Needs Trust
Key Man Insurance Planning
Estate and Dynasty Planning and Design
