Tailored Financial Services
Ultimate Peace of Mind
We help you ensure a bright financial future by taking a holistic approach to wealth management and growth. Our comprehensive package includes services related to the most important aspects of your financial well-being, including the below.
Wealth Management
We think “big picture” when it comes to managing your wealth. We’ll create a customized strategy involving your budget, investments, insurance, and more to help you make the most of your money.
Retirement Planning
It’s never too early or too late to start saving for retirement. Not only will we help you create a savings plan that sets you up for success, but we’ll also help you withdraw and manage your retirement income in coordination with your tax return to maximize your money when you retire.
Tax Planning
We can prepare your tax return annually to make sure your investments and tax return are working together to save you money. We offer suggestions on strategies to save on taxes while growing your wealth but also creating an income distribution plan during retirement to maximize tax efficiency.
Wealth Preservation & Legacy Planning
You’ve worked hard to accumulate your wealth. Now, we’ll work hard to create a strategic legacy and estate plan to make sure your family is taken care of — now and many years down the road.
Additional Services
College Funding
Life Insurance Planning
Review of Disability Insurance
Long Term and Extended Care Needs and so much more
Our Approach
We take a thoughtful approach to customizing a financial plan that will help you reach your goals
Fit Meeting Discovery Process
- Explore if we’re a match (if not, we’ll recommend you to another planner)
- Listen to what’s important to you, your family, and your legacy
- Learn the values that shape your decisions and priorities
- Discuss any apprehension you have around your finances
- Identify unique challenges and circumstances
- Introduce our philosophy, plan, and process
- Learn about your goals and discuss how we can help you achieve them
Deployment of Solutions
- Request signatures to move accounts
- Transfer existing assets
- Keep you updated on asset transfers via email
- Align investment solutions, service levels, and communication frequency
- Assign responsibilities among internal team members
- Set you up with your personalized financial website
Wealth Team Integration
- We coordinate with your CPA, attorney, and health insurance specialist on any number of the below:
- Retirement projections and probability
- Business and family succession planning
- Insurance and liability management
- Charitable giving mission
- Estate planning and family dynamics
- Extended care needs analysis
- Asset management and risk mitigation
- Tax efficiency and strategizing
- Retirement income plan creation
Ongoing Strategy Tactical Meetings
- Discuss progress toward your goals and future transitions
- Explore any necessary financial plan adjustments as your life unfolds
- Discuss topics like tax strategies, retirement projects, estate planning, and more
- Ensure all pillars of your financial plan are on track
- Receive a copy of meeting notes for your records
