What Services do We Offer?
We tell clients all the time, “If it has to do with money, we probably know something about it!” Our goal is to educate clients about financial concepts and products in order to take the mystery out of money. The best strategy for one client may not be best for another, and our goal is to help you build a plan that has a high likelihood of success, while maintaining flexibility as your needs and goals change.
Our firm has expertise in a broad range of financial topics, but we primarily specialize in helping individuals develop and execute sound retirement strategies. This includes working with you to develop a plan for sustainable income in retirement, legacy and charitable planning, and implementing those strategies through our in-house investment management. We offer personalized, hands-on service, and all clients have full access to our advisor team to ask questions.
We believe that good financial plans are best executed by the people who helped create them, and good investment strategies come from good financial plans. At this time, our financial planning service is offered at no cost to our asset-management clients, and we do not currently offer a standalone financial planning service.
Investments
Common Stock & Preferred Securities
Taxable & Tax-Exempt Bonds
Mutual Funds, ETFs, & other pooled investment vehicles
Traditional IRAs & Roth IRAs
Retirement Plans at Work, including SEP & SIMPLE IRAs, 401(k) & 403(b) plans
Stock Options & Corporate Stock Compensation Plans, including Employee-Stock Purchase Plans (ESPPs) & Restricted Stock Plans (RSUs)
Brokerage & Fee-Based Investing
Financial Planning
Planning for Retirement
Tax Planning (in coordination with your CPA)
College Planning including 529 guidance
Estate Planning (in coordination with your attorney) including strategies for next-generation Wealth Transfer
Advice for Non-Profit Endowments
Strategies for Social Security
*Personalized, Interactive Planning Portal offered at no cost for Advisory Clients
Insurance
Life Insurance
Disability Income Insurance
Long-Term-Care (LTC) Insurance
Fixed & Variable Annuities
