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We serve individuals and businesses in all areas of financial management, including:

  • Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

  • Tax management

Helping you navigate the tax laws. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

  • Estate planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

  • Family Meetings

We believe in a Family Meeting approach to involve multiple generations in the financial planning process. Having such meetings is one of the most important things we can do for our families. Our Family Meeting approach allows for an open discussion about your personal wishes and desires in regards to your future care and the decisions you have already made about long-term care and estate distribution.

  • Risk management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

  • Education funding

Recommending investment and accumulation strategies to help you pay for your children's education.

  • Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles designed to help you reach and exceed your goals.