We work through a consistent fee based financial planning process with the end goal of verifying that our clients are on track to reach their stated goals, pointing out blind spots along the way, and offering specific recommendations to help improve future outcomes and mitigate risk.
We offer specialty and applicable accreditations in the following areas:
- Comprehensive Planning for a Family - We address retirement "what ifs?", aggregate portfolio asset allocation, risk management, college funding, employee benefit maximization, and multigenerational wealth transfer. - CFP
- Business Succession Planning - We illustrate various retirement business succession plans equitably balancing active and passive family members as well as providing a non-auditable business valuation for buy-sell purposes. - CFBS
- Special Needs Planning - Structuring asset transfers to avoid jeopardizing needs based government benefits and planning for long term support of a child are key areas of concern. - ChSNC
- Institutional - Charity - 401k - Foundation asset management - We can be a resource and educate on cost and labor efficient alternatives. - MBA
Newsletters
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.