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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Life Insurance with Long-Term Care Benefits
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
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Consider REITs for Income and Diversification
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
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Sticker Shock May Drive Consumers to Used Cars
As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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.