Advisory

Sitting on the same side of the table as our clients allows us to address a particular concern or fully develop strategies that help you:

Accumulate   |   Invest  |   Preserve  |   Retire  |   Spend  |   Transfer Wealth

all while keeping tax efficiency and estate planning in mind.  These are fee based services and comprise the majority of our business.

Estate Planning & Charitable Giving

Whether it be for some peace of mind or more complex planning, knowing that your plan for the future is in place can help lighten your mental load to focus on the life you want today.  Although we do not prepare tax or legal documents, we are experienced in working directly with your accountants and attorneys on tax mitigation and documentation for:

Beneficiary Audit   |   DPOA and Estate Planning  |   Trusts & Wills  |   
Charitable Planning

Insurance

Life   |   LongTerm Care  |   Disability  |   Annuities

These can be useful tools in your financial security.  We do gap analysis, make sure you know about quality options for asset protection and wealth transfer and execute the ones that make the most sense for your life and those you love.

Brokerage

We use brokerage services to round out our practice of making sure that your needs are addressed.  Examples include:

529 Plans   |   Charitable Bequests