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Our Wealth Management Services

Our comprehensive wealth management process builds the complete structure of your financial life and keeps you headed in the right direction. Regardless of the family, recreational, business or charitable activities you aspire to enrich your life with our highly personalized, holistic wealth management approach examines all the necessary financial components to help ensure you can live your ideal future.

 

PLANNING

Knowing how to plan for the future means understanding what you can do now to help gain clarity about your goals and confidence about your future. Planning is a long-term, ongoing process designed to measure your progress toward reaching your goals. Along the way, we realign your investments, savings, and spending strategies, analyze cash flow, project future income, minimize taxes, and consider alternative investment scenarios.

Retirement planning isn’t just about saving: it’s also understanding how to structure distributions from your investments, 401(k)’s, IRA’s, deferred compensation, stock option plans, pensions, and Social Security in the most optimal, tax efficient way to fully support the life you want in retirement.

 

INVESTMENT MANAGEMENT

While we cannot control the performance of the markets, we can offer an investment process designed to navigate the markets with confidence and help you achieve your financial goals. We offer a flexible approach to investing that allocates and diversifies your assets based on your goals, your risk tolerance, and your investment timeline. Our methods are designed to be market-oriented or risk-averse, depending on your financial needs and market outlook.

 

INSURANCE AND RISK MANAGEMENT

While it’s never easy to cope with the uncertainties of life, insurance is an important tool in providing financial security. As part of our planning process, we review your health, life, disability, and long-term care insurance to determine how it meets your insurable needs. As part of our risk assessment process we help you protect against unexpected events that could derail your plan.

 

TAX AND ESTATE PLANNING

In the final analysis, taxes are a drag on the amount of wealth you can accumulate over time. There are many ways to plan to reduce taxes, leaving you with much more for your financial future. Tax planning involves many strategies and avenues: utilizing tax deferred investment vehicles such as pre-tax retirement and deferred compensation plans, tax efficient investing, tax deferred annuities, and effective estate planning techniques.

Taxes and estate planning present complexities and challenges. While we are not tax or estate planning professionals, we understand these issues and can collaboration with your CPA and estate planning attorney within the greater context of an ongoing financial plan. We are ideally suited to fulfill this role to leverage your time and effort with our knowledge, expertise, and experience.

 

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