Areas of Practice

Asset Management Planning

  • Develop an investment policy that is custom tailored to each respective goal and time horizon. We employ modern portfolio management using diversified asset allocation.

Result Planning

  • Determine the probability of reaching financial goals, given risk tolerance, funds, and time toward goals.

Education Planning

  • Review various educational funding options, from 529 plans to educational IRAs

Retirement Planning

  • Review current allocations and the amount of money needed to pursue financial independence. we will also project how long money may last at retirement, given your projected needs.

Risk Management

  • Insure what you can't afford to lose and don't insure what you can afford to lose. We clarify what is appropriate in this confusing area, from life insurance to long term care planning.

Estate Planning

  • Coordinate your estate plan to meet your financial plan to minimize taxes and to foster a smooth transition of assets to your heirs and/or charitable giving.

Tax Planning

  • Proper tax planning to meet your financial plan, striving to free up more cash flow and helping to ensure that you pursue your financial goals.

Long Term Care Planning

  • Preserving and protecting your financial assets and primary home through appropriate Long Term Care Strategies, such as special needs trusts, self funding account, and long term care insurance.

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