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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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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.