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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HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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.