As our client, you’ll have access to wide array of wealth management services, including:
Financial Planning: Our Financial Advisors and Certified Financial PlannersTM will help to establish your comprehensive financial plan to reach your short-term and long-term goals through savings and unbiased investment strategies.
Investment Management: We create customized portfolios using stress tested investments based on your risk assessment, cash flow needs, and personal financial goals. Our portfolios require a $500,000 minimum.
Retirement Planning: Deciding when to retire can be a tough decision. Let us help you choose a realistic retirement date, when to begin Medicare, and take Social Security. Plan your retirement income from your investments to create a monthly paycheck and minimize your risk.
Job Transition Consulting: Job loss can be stressful. With our decades of experience, we can assist with filing for Unemployment Insurance and apply for available state and federally funded programs. We’ll help you make smart financial decisions while you look for new work or decide to retire.
Employment Benefits Planning: Examine your previous and future company benefits such as, stock options, group health, insurance, or retirement savings plans.
Estate Planning Strategies: Protect the legacy you’ve built and ensure its success. Review your living trust/will, charitable gifting, and beneficiaries.
Insurance Needs: We evaluate your existing policies and recommend improvements to your homeowner’s, life, health and annuities.
Tax Planning Strategies: An evaluation of tax considerations, Required Minimum Distribution (RMD), and capital gains and losses.
Educational Client Events: In addition to our ongoing Transition and ThriveTM workshops, we host periodic events to provide market updates and information on various topics such as, college savings, Social Security, and estate planning. Clients are welcome to bring their friends and family members to these events.
Our clients also receive access to Your Financial CompassTM and periodic check-ins to check progress of your financial plan. We are available at any time to discuss life events such as: selling a home, job transitions, gifting money to children, or welcoming a new baby to the family—the list goes on and on!
