What We Do
What We Do
Working together as a team, we will develop strategies designed to help you enjoy greater personal and financial opportunities during your retirement:
Comprehensive Financial Planning
- Written financial plans
- Cash flow planning & analysis
- Retirement planning & forecasting
- Education funding
- Debt repayment strategies
- Accumulation & distribution strategies
- Social security optimization & analysis
- Education. Education. Education.
Investment Planning & Portfolio Management
- Portfolio review & analysis
- Portfolio diversification strategies
- Risk tolerance discovery & review
- Asset allocation strategies
- Implementation, monitoring, & reporting
- Professional money management
Financial Planning for Business Owners
- Cash flow
- Tax planning
- Executive compensation
- Attracting & retaining top talent
- Business succession & continuity planning
- Review of current retirement plan
- Analysis, design, & establishment of retirement plans
- Employer & employee education
- Access to trusted industry professionals
Estate Planning & Wealth Transfer Strategies
- Coordination, communication, & planning with your attorney
- Review of current estate plans
- Review of beneficiary designations
- Education & guidance surrounding all aspects of estate plan
- Reviews & updates as new laws and bills are introduced
- Generational planning & education
Benefits Planning
- Employee benefit review
- Stock option strategies
- Education and awareness
Insurance Planning & Risk Management
- Review of current plans
- Life
- Disability
- Long term care
- Review of property & casualty plans
- Health
- Group plans
- Education & awareness
Tax Planning
- Annual review of tax returns
- Coordination, communication, & proactive planning with your CPA
- Tax optimized investing & gifting strategies