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.
Common Stock & Preferred SecuritiesTaxable & Tax-Exempt BondsMutual Funds, ETFs, & other pooled investment vehiclesTraditional IRAs & Roth IRAsRetirement Plans at Work, including SEP & SIMPLE IRAs, 401(k) & 403(b) plansStock Options & Corporate Stock Compensation Plans, including Employee-Stock Purchase Plans (ESPPs) & Restricted Stock Plans (RSUs)Brokerage & Fee-Based Investing
Planning for RetirementTax Planning (in coordination with your CPA)College Planning including 529 guidanceEstate Planning (in coordination with your attorney) including strategies for next-generation Wealth TransferAdvice for Non-Profit EndowmentsStrategies for Social Security*Personalized, Interactive Planning Portal offered at no cost for Advisory Clients
Life InsuranceDisability Income InsuranceLong-Term-Care (LTC) InsuranceFixed & Variable Annuities