Our team offers multiple financial services to meet the circumstances that will arise in your life. The first step is to understand your life goals and develop a strategy to pursue them. Then, we implement a plan that specifically aligns with your needs.
Comprehensive Life Goals Analysis & Strategy
Individual Retirement Planning, including:
Rollovers, IRAs, Roth IRAs & Conversions
Personal Lending Strategies
Charitable Gifting Strategies
Estate Planning Investment Strategies
Life Insurance and Long-Term Care Insurance Analysis and Strategies
Concentrated Security Position & Stock Option Strategies
Investment Advice on Proceeds from Sale of Business
We use a seven-step process with all of our clients. Each has a specific purpose and will give us a strong understanding of who you are as a person and as an investor. We walk you through each step, and we’ll be there when you have questions or life changes.
We sit down together and identify your financial goals and your timeline towards each of them.
We’ll review your monetary resources to develop a strategy based on your assets.
Each person has a different appetite for investment risk. We’ll find out your level of comfort with risk and develop a strategy to match it.
We’ll walk through life’s “what ifs” to plan for all outcomes – what if you don’t save what you planned, or what if the inheritance doesn’t come to fruition?
Based on everything we learn from the first five steps, our team will tailor a plan to match your needs and investment style. Where applicable, insurance solutions are considered. Partnering with Estate Planning Attorneys and Tax Advisors provides a comprehensive approach. Our services are accomplished primarily through a fee-based Advisory structure.
Once you approve, we’ll go to work implementing your plan and making the appropriate investments.
As your investment strategy is underway, we’ll monitor your account and track the markets so that your money is managed and invested wisely based on economic conditions.