We’ll Provide the Right Resources to Enhance Your Experience and Understanding

Our consulting process begins with gaining an understanding of your needs, attitudes and aspirations. Many people do not realize that a proper wealth management strategy goes far deeper than selecting a basket of investments. As a firm, we emphasize the need for a process to ensure we are not missing anything that might be important.

We plan to address the entirety of your financial picture in order to align your interests with the aspirations you have in mind. 

In-Depth Portfolio Design and Implementation

• Asset Allocation
• Modern Portfolio Theory
• Globally Diversified Portfolios
• Tax-Efficient Investing
• Risk/Return Analysis

Retirement Planning Consultation

• Retirement Feasibility Analysis
• Cash Flow Modeling
• Required Minimum Distributions
• Designated Beneficiary Options

Estate and Inheritance Preservation Consultation

• Estate Plan Design
• Disposition of Assets
• Estate Tax Evaluation
• Wealth Transfer
• Family Gifting Strategies
• Incapacity Planning
• Donor-Advised Funds
• Donor Legacies

Qualified Plan Consultation

• 401(k) Plans
• 403(b) Plans
• IRAs
• Pension and Profit-Sharing Plans
• Non-qualified Retirement Plans

Small to Midsize Business Planning

• Choice of Entity Selection
• Analysis of Risk Exposures
• Executive Compensation
• Succession Planning

Risk Management Analysis and Implementation

• Income Replacement Needs Analysis
• Custodial Care Planning
• Disability Income Funding
• Insurance Policy Implementation and Administration

Income and Investment Tax Analysis

• IRA Distribution Planning
• Transaction Strategies
• Tax Forecasting
• Stock Option Analysis