Individuals & Families
Our strongest motivation is to help our clients create the future they envision for themselves and their families. We also realize this vision is different for each person with which we partner. This is why we listen first, then create the plan composed of the services you need to get you where you want to go. Most plans include a combination of the services listed below:
INVESTMENT MANAGEMENT
Investment Analysis
Portfolio Construction
Smart Asset Location / Tax Alpha
RETIREMENT PLANNING
Lifestyle and budget review
Manage risk in advance of retirement
Pension and Social Security analysis
Retirement and defined benefit plans
Company stock option analysis
FAMILY ADVISORY
Education savings plans
Multigenerational legacy planning
Next generation personal finance 101
Special needs child planning
Elder care planning
ESTATE PLANNING & TRUST CONSIDERATIONS
Wills, trusts, and POA review
Charitable vehicles
Wealth transfer and gifting
INSURANCE & RISK MANAGEMENT
Wealth preservation and risk analysis
Life insurance review
Long-term care needs analysis
Disability coverage