Relationship Focused Financial Planning
Services
Once we have gotten to know each other a little more personally, identified where your current financial picture is, and come up with a plan that seeks to get where you want to go, we utilize any and all of the tools and resources needed to aim you to your goals while helping identifying risks that could stand in your way
INVESTMENT MANAGEMENT
We begin by creating an investment portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. Our goal is to help you receive the highest rate of return with the least amount of risk. We can assist with a number of investment vehicles, including bonds, stocks, ETFs, mutual funds, and more.
ESTATE PLANNING
Preserving wealth and leaving a legacy in a tax-efficient manner to family and heirs can be complicated and confusing. If an estate plan is not set in place, one's wishes may not be carried out, as the estate will be transferred to the state to handle according to probate laws. We seek to demystify the common misconceptions of estate planning, assist you in articulating your estate planning needs, and coordinate the work of other professionals who may be needed, including attorneys and CPAs.
RETIREMENT PLANNING
Clients preparing for retirement are less focused on taking risks and more focused on preserving their assets. With this in mind, we develop conservative strategies with a focus on risk management. We seek to identify opportunities for building a consistent income that will last through retirement, and help you feel confident in your future.
SMALL BUSINESS PLANS
As a business owner, so much is on your plate. We can help create or manage a business retirement plan, 401k plan, or other types of employee financial benefit plans. Beyond that, we take it to the individual employee, offering personalized one on one help, education classes on site, and more to help your employees make the important financial decisions that await them.
COLLEGE PLANNING
A major concern for parents is determining how they will pay for their children's college expenses while still saving for retirement. We can help you calculate college costs, evaluate funding options, and create an education strategy tailored to your goals.
INSURANCE
Insurance is an important part of a complete financial strategy. With access to a wide array of insurance products, we help you determine what type of coverage is appropriate for your circumstances. This includes life, long-term care, disability options, annuities and more.
