Investment Management

We provide fee-based investment management aligning our clients interest with the firms.  We have access to institutional class investments, technology, & insights & bring that access to our clients.  We manage your money like we manage our own.

Financial & Estate Planning

First we organize your finances holistically & identify your goals. This allows us to create a blueprint of how to obtain them with the resources you have available.  Finally, we stress test this plan with obstacles you may experience & make recommendations to mitigate their impact.

Business Succession

Reviewing documents of privately held businesses to identify any current or future financial situations that may hinder the business & its owners.  If possible, planning for those obligations as best we can minimizing their impact.

Risk Mitigation/ Insurance

Providing Life Insurance, Long-Term Care, & Disability strategies that mitigate risk in your financial plan.  We have access to hundreds of products by national providers so we can do the leg work of scanning the market.

Retirement Plans / 401(k)’s

Advising companies with their employer sponsored retirement plans to: evaluate & coordinate service providers (Third Party Administrators & Recordkeepers),  monitor the investment line up, & educating employees ongoingly about the plan.  Have you benchmarked your plan lately?

Tax Planning

We work with your accountant to identify tax planning opportunities in advance.  Sometimes to take full advantage of these opportunities you must plan for them years or decades in advance.  We strive to minimize you tax burden today while also focusing on tax saving strategies for the future.

Ready to talk?