Our Solutions

Our Mission is to provide sophisticated Financial Planning and Wealth Management advice to our select clients by designing personalized strategies. Feel free to contact us for a complimentary initial consultation or brief introductory conversation to determine how we might partner with you toward achieving your financial goals.

 

FINANCIAL PLANNING Fee-based Financial Planning 

A financial plan can provide clarity and direction around your personal, professional, and financial goals. This is not a product or investment. While developing your plan, we may consult with your other advisors (CPA, Attorney, etc.). 

A fee-based financial plan can help you with:

  • Ongoing Cash Flow Management
  • Reduction of Taxes
  • Legacy Planning / Wealth Transfer
  • Estate Planning Solutions
  • Early Retirement / Saving for Retirement
  • Risk Management
  • Ownership/Beneficiary Strategies for Tax Planning

ASSET MANAGEMENT Investment-based / Asset management fee  

A customized portfolio utilizing asset allocation strategies can help manage market risk and provide a disciplined approach to investing.

  • Your portfolio can be adjusted as your investment goals, income, and lifestyle change.
  • You have 24-hour access to online accounts showing detailed net worth, account holdings, activity and performance.
  • Annual management charge is based on the amount of assets, not on fund selection or number of trades.
  • Asset management is available for a wide range of account sizes.

PRODUCT SOLUTIONS* Product-based / Transactional relationship  

The purchase of financial instruments can help address relatively simple needs.

INVESTMENTS

  • Mutual Funds
  • Exchange-Traded Funds
  • 529 Plans
  • Retirement accounts for individuals & business owners (Trad. IRAs, Roth IRAs, Simple IRAs, SEPs, 401(k)s, Profit Sharing Plans)

INSURANCE

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Group Health & Dental
  • Fixed & Variable Annuities

 

*Implementation of specific products or services may result in commissions or fees outside of the scope of a financial planning fee. Financial plan recommendations can be implemented with the advisor of your choosing.