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Our Services

Like You, Our Offerings Are Unique

From Investments to Retirement

We’re Here to Help You Succeed


With our experience and know-how, our goal is to educate and inspire you. Ultimately, we want to learn about who you are and where you want to be. In order to do that, we take a comprehensive approach in addressing every aspect of your financial picture.


What We Offer

We’ve helped clients like you address their biggest financial questions, including:


 

Education Planning

 

Do I have a strong desire to help fund college costs for members of my family?

Do I have a plan in place to achieve my college funding goals?

How do I balance retirement savings vs. college savings for my children or grandchildren?

 

Cash-Flow Planning

 

How much do we spend each month?

What is our plan for paying off 100% of our debt (including our mortgage)?

What percentage of our income are we saving each year toward retirement?

 

Estate Planning

 

What legacy do I want to leave behind? Do I want to leave a significant inheritance to my heirs?

If I die tomorrow, will my assets go where I intend for them to go?

If I become incapacitated tomorrow, can my financial life be handled effectively by a named representative?

 

Investment Planning

 

What are the hidden, internal costs of my investment holdings?

Am I taking too much (or too little) risk with my investments?

Are my investment holdings tax-efficient?

 

Retirement Planning

 

Can I do what I want to do in life without running out of money?

When should we start collecting on Social Security?

What will my day-to-day life look like in retirement?

 

Tax Planning

 

How do I save on taxes over the next 30-50 years?

How much money should I accumulate in Roth accounts, pre-tax accounts and after-tax accounts?

How can I optimize my charitable giving from a tax perspective?

 

Risk Management

 

What are the potential catastrophic risks in my life?

Do I even need life insurance? If so, what is the most cost-effective manner of procuring that coverage?

Are my property & casualty coverages (e.g. homeowner’s; auto; umbrella) adequate and cost-effective?


Interested in Learning More?

Connect With Us