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Our services. How we can help you.

Whether you’re planning for retirement, preparing to finance college, or thinking about starting a family, trust us to help you understand where you’re at, where you want to go, and how you can get there.

Click on the topics below to learn more about the services we provide for our clients.

Settling Down Photo

Settling Down

Don’t tackle life’s big decisions alone. We can help create a roadmap to achieve your goals.

Develop an investment portfolio tailored to your specific needs using independent objective investment adviceImplement strategies to minimize taxes
Analysis of your income needs now and develop strategies to meet your needs in retirementImplement a charitable giving plan to maximize your impact in the causes you care most about




 





Entering Midlife Photo

Entering Midlife

We can help build a long-term plan and provide advice to help you prioritize your financial to-do list.

Develop an investment portfolio tailored to your specific needs using independent objective investment adviceComprehensive review of your tax return to uncover opportunities for reducing taxesAnalysis of your income needs now and develop strategies to meet your needs in retirement
Implement a charitable giving plan to maximize your impact in the causes you care most aboutCoordinate your beneficiary designations with your estate plan
Near Retirement Photo

Near Retirement

Let us help ensure you’re on track to make the most of those golden years.

Develop an investment portfolio tailored to your specific needs using independent objective investment advice  Comprehensive review of your tax return to uncover opportunities for reducing taxesAnalysis of your income needs now and develop strategies to meet your needs in retirementDetermine your Social Security claiming strategy to maximize your lifetime benefits
Implement a charitable giving plan to maximize your impact in the causes you care most aboutIdentify and implement probate avoidance techniquesCoordinate your beneficiary designations with your estate plan


Enjoying Retirement Photo

Enjoying Retirement

It’s time to enjoy all your hard work! We can help deploy a retirement income strategy that makes sense for you, tie up loose ends, and keep everything running smoothly.

Develop an investment portfolio tailored to your specific needs using independent objective investment adviceComprehensive review of your tax return to uncover opportunities for reducing taxesAnnual income tax projections and planning to incorporate tax law changes
Complimentary consultation with your tax preparer
Coordinate your Required Minimum Distributions to avoid steep IRS tax penalties
Implement a charitable giving plan to maximize your impact in the causes you care most about
Recommend and implement a charitable legacy plan that continues after your death
Estate tax analysis and implementation of reduction techniques
Identify and implement probate avoidance techniques
Coordinate your beneficiary designations with your estate plan
Planning Your Legacy Photo

Planning Your Legacy

We will help you prepare how you will bequeath your assets and communicate your wishes to your loved ones. 

Develop an investment portfolio tailored to your specific needs using independent objective investment adviceComprehensive review of your tax return to uncover opportunities for reducing taxesAnnual income tax projections and planning to incorporate tax law changes
Complimentary consultation with your tax preparerCoordinate your Required Minimum Distributions to avoid steep IRS tax penaltiesImplement a charitable giving plan to maximize your impact in the causes you care most about
 Recommend and implement a charitable legacy plan that continues after your deathEstate tax analysis and implementation of reduction techniques Identify and implement probate avoidance techniques
Coordinate your beneficiary designations with your estate planCoordinate Medical Assistance planning techniques with your elder law attorney Consult with your beneficiaries upon your death to ensure an orderly disposition of assets