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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