We’d like to tell you a little more about our services, and what we offer our clients. We are locally owned and we are not controlled by a Wall Street bank; thus, no outside entity pressures us to push their products. We are hired by our clients, so we are committed to act in our clients’ best interest at all times.
We understand the big picture –not just the investments. We have the experience and freedom to provide Wealth Management solutions tailored to each client; because each client’s situation is unique, we take the time to get to know you, your family, your lifestyle and your career goals.
Here are the services we provide for our clients:
- Comprehensive Financial Planning
- Integrated Wealth Management
- Investment Management
- Individual Retirement Planning
- Business Retirement Planning
- Estate Planning
- Education Planning
- Insurance Planning
Comprehensive Financial Planning – Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. Remember, financial planning is a process, not a product. (Financial Planning Association – FPA)
Integrated Wealth Management – We administer a complete review of your finances and develop a comprehensive strategy to manage and maximize your wealth. This includes but, is not limited to, savings and debt strategies, benefits and risk, managing current and future cash flow, associated taxes, costs, and planning for anticipated and unanticipated economic events – all with the goal of helping you and your family achieve financial well-being. We also specialize in working with high-income earners, who have more often than not complex financial planning needs.
Individual Retirement Planning – We help you develop a comprehensive strategy that creates income and security measures that corresponds with your future lifestyle goals. We also help ensure that you and your family do not outlive your resources. Our services can include attention to cash flow, asset protection, income replacement, family security, long-term care, personal health care, estate planning, tax planning, will planning, and wealth accumulation strategies.
Business Retirement Planning – We help business owners develop secure futures for themselves, their employees, and their business. We help your company define and prioritize retirement goals, assess the needs of your business and employees, select and implement the plan that benefits both your employees and your business, as well as track and manage your program’s portfolio and provide regular strategic updates. We can help establish the benefits of an employer sponsored plan including increases in personal retirement savings, additional tax benefits for your business and positive effects on attracting and retaining talent. We also can help discuss plan administration, fiduciary roles, regulatory changes and investment management.
Estate Planning – Our advisors understand that the legacy you pass on to your loved ones and family is very important. We work with you to personally develop the best strategy to protect and transfer your wealth in a seamless process that is both cost and tax effective. Moreover, we aid in organizing and protecting your vital information in order to ensure your wishes are carried out and that family confusion is avoided. Our services can include long-term care, trust establishment, education plans, and gifting efficiency. We make sure that all plans are designed to make sure your legacy is passed on your way.
Education Planning – We help you and your family develop a strategy to provide for your children’s future college tuition costs. Funding a child’s education, either fully or partially, is considered a primary obligation by most parents. With education costs increasingly outpacing inflation, the total cost of a college education can be daunting if you don’t start early. We help evaluate your current income, investment plan, rising tuition costs, age of children and feasibility of goals to develop an asset allocation plan for each child. It is our goal to help you aid your child’s future college education.
Insurance Planning – We prepare insurance strategies that meet the lifetime needs of our clients. We help clients determine if they have enough money to provide for long-term care needs, to provide for a potential decrease in income, as well as the other uncontrollable factors of life. Our advisors evaluate your current and future needs can provides thoughtful unbiased advice to your individual situation. We have access to a wide variety of insurance carriers with industry-leading A.M. Best and Standard and Poor’s ratings. With our expertise we will help you sort through the options and make recommendations based upon your needs and goals.
Ready to get started? Request a complimentary (confidential) appointment by phone at (540) 801-8000 or email at firstname.lastname@example.org
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