What’s going on in your life? Let’s sit down together and determine what really matters to you and how your finances play a role. Together, we will implement a plan to work toward your goals and help you make the lifestyle decisions so you can work towards living the way you want. Ours is a three-step process of discovery, analysis and implementation. Then, we will continue to meet with you over the years to monitor your progress and make adjustments as your life changes.
Hoping to grow a nest egg and retire early? Pay for college or a wedding? Fund a specific dream? Make your money work toward your financial goals with astute investing. We’ll coach you on investment strategy and help you put together an investment portfolio that makes sense based on your risk tolerance, timeframe, and goals. Together we’ll help you select the appropriate mix of investments and vehicles that allows you maximum flexibility and growth potential.
How can you do the most good with what you have? For many of our clients, constructing an outlet to support charitable causes near and dear to them is important. Others just want to be able to live a lifestyle now that supports their values. Let’s talk about your options with a charitable plan.
WHAT INTERESTS YOU?
Enjoy all you've worked for and fund your dreams into retirement. Many Americans eagerly look forward to the greater flexibility and independence of retirement. But, do you have a plan in place that allows you to pursue your interests with financial confidence? We’d love to carefully listen to your dreams and then design and implement a reasonable path to help you work towards your retirement lifestyle.
Life is risky. Are you prepared when life throws you a curveball? Help protect yourself with a risk management strategy that helps protect you and your assets from the financial consequences of a catastrophic health or emergency event. Let’s look at options for transferring risk through appropriate levels of insurance. We can help you think through disability income insurance, life insurance and long-term care insurance.
TAX AND ESTATE PLANNING
Actively manage your wealth during your lifetime and then direct the transfer of your assets after your death. Tax planning can assist you in making tax efficient choices.
No one likes to think about their own death, but with wise counsel you can make sure your wishes are carried out. We’ll discuss your healthcare directives and who will manage your financial affairs after you are unable to do so. A wise estate plan is a gift to loved ones left behind and can bring financial confidence to all.