Services for Individuals, Families and Business Owners
Financial planning is at the very core of the life planning services we offer to individuals, families and business owners seeking to build, protect and manage wealth over time. Retirement income planning; education, tax and estate planning; and insurance services are among the many components of a comprehensive plan designed to help you pursue multiple financial and lifestyle goals.
We believe that without a plan in place to pursue established goals, it’s nearly impossible to measure your progress along the way. That’s why our approach to financial planning seeks to help you:
- Fully assess your current situation, goals and desires
- Overcome obstacles and challenges
- Recognize and pursue opportunities
- Learn new ways to minimize taxes, increase savings and invest more effectively
- Adapt strategies to changing life goals or market events
- Pursue multiple objectives and life-stage goals
- Achieve a greater understanding of financial management principles
- Simplify the wealth management process while reducing financial anxiety
Our planning process begins with a review of your goals and objectives to help determine if you are on track and incorporates these and other important discussion items:
- Cash Flow Analysis
- Savings & Emergency Funds
- Retirement Accumulation
- Retirement Income Planning
- Education Planning
- Tax Planning
- Insurance Planning
- Estate & Legacy Planning
- Charitable Giving
Learn more about the wealth management services we offer for:
Individual Investors
Asset management, education planning and estate planning can help grow and preserve your assets now and in retirement.
- Financial Planning
- Asset Management
- Tax-efficient Investment Strategies
- Retirement Income Planning
- Education Planning
- Insurance Planning
- Estate Planning
- Legacy Planning and Charitable Giving
- Multi-generational Planning
- Fee-based Counseling and Advice
Women Investors
We provide guidance and support through all of life’s transitions—including career changes, divorce, retirement or loss of a loved one.
- Divorce Financial Planning Strategies
- Inheritances/Divorce Settlements
- Head-of-Household Financial Planning
- Tax-efficient Investment Strategies
- Retirement Income Planning
- Risk Management
- Estate Planning
- Fee-based Counseling and Advice
Retirees
How much is enough? How long will your money last? We help you answer these questions and more as we assist you in developing a strategy that seeks to provide income throughout your retirement years.
- Retirement Income Planning
- 401(k)/403(b) Rollovers
- IRAs/Roth IRAs
- SEP IRAs
- SIMPLE IRAs
- Fixed and Variable Annuities
Small Business Owners
Learn how financial planning, tax planning strategies and insurance planning can help preserve and grow your business. We also offer retirement and pension services to help you and your employees pursue important income goals in retirement.
- Financial Planning
- Executive Compensation Solutions
- Insurance Planning & Risk Management
- Employee Benefits
- Retirement Plan Solutions
- Cash Management Services
- Fee-based Counseling and Advice
- Business Transition and Estate Planning
- Legacy and Philanthropic Planning
Transition Planning
Some of life’s most stressful experiences are also some of the most financially challenging, especially the loss of a loved one, a divorce or a career change. Knowing what to do and where to go to receive the advice you need can help ensure you make clear, confident decisions during an emotionally difficult time in your life.
- Loss of a Loved One
- Divorce Financial Planning
- Job change or loss
