What We Do
We’ve dedicated ourselves to helping you achieve the financial freedom you deserve.
Life is complicated, messy, unexpected and fun.
We consider all of that when we develop a wealth plan and help you put it into action. It’s also why your plan should adjust with your life.
To make sure you stay on track, we’ll be with you every step of the way.
You won’t find any financial buzzwords or technical jargon when you work with us. We keep things simple. We focus on three things: Plan, Invest, and Live.
Our process is simple:
1. Plan
Get to know you.
We learn about your goals, hopes, dreams and you.
Learning on both sides.
When we first meet, we learn how we can help you. We talk about the mutual commitment required for wealth planning to help reach your goals. You learn more about the education services and support we provide.
Building a plan that’s unique to you.
We’ll get together again to go into more detail with your goals. This will allow us to build a plan with actionable items to help you pursue them.
2. Invest
Asset analysis.
We provide recommendations about your assets and investment choices that—in tandem with your risk tolerance—help you pursue your goals.
Continual management.
The world is constantly changing. The ideas from yesterday may not be the right solution today. Our continual involvement in your plan allows us to update our recommendations in coordination with those changes.
We’re with you.
We’re with you along your journey. We want you to succeed as much as you do.
3. Live
Regular communication.
It’s imperative you know what’s happening with your plan. We’ll keep in touch throughout our engagement.
Stay the course.
We review goals, make updates where needed and work to improve your plan’s probability of success.
Constant refining.
Every meeting is an opportunity to build on the previous one. We’ll use these occasions to dig in deeper to the little components of your plan: this might be tax strategy, risk, charitable, or legacy desires. We will constantly work to make sure your plan continuously works for you.
Services that we provide:
Goal Review & Communication with:
- Easy to read and understand updates
- Quarterly newsletter
- Client Events
- Your specific Financial Advisor Team
- Coordination of advisors in estate planning, tax, insurance
Wealth Management
- Investment management
- Trust and estate planning
- Charitable giving and other gifting strategies
- Education funding analysis and guidance
- Review of documents governing your affairs
Tax Efficient Strategies
- Annual tax planning
- Strategy discussion and asset selection
- Tax reduction strategies based on legislation
- Integration with investment, estate and insurance strategies
Retirement Planning
- IRA, Roth IRA, 401(k), 403b, 457 Consultation
- Income and Expenses Needs Analysis
- Cash-flow and balance statements
- Lifetime Income Options
- Social Security and Medicare Planning
Investment & Advisory Services
- Goals-based investment planning
- Manager research and selection
- Access to all traditional and alternative asset classes
- Competitive asset-based fees
- Analysis of investment and distribution strategies with recommendations.