Our Services

Advice and Insights: We translate our clients’ personal values and goals into a strategy…

Meet Financial Needs

  • Live
  • Give
  • Owe
  • Grow
Attain Financial Wants

  • Family Events
  • Vacation Home
  • Hobbies and Leisure
  • Generosity
Living Out Values

  • Actions/Values Alignment
  • Impact Investing
  • Set Financial Finish Lines
  • Pouring into Community
Helping Children

  • Education Funding
  • Teaching about Money
  • Special Needs
  • Loans and Gifting
Assisting Parents

  • Long-term Care
  • Eldercare Counseling
  • Medical Expenses
  • Estate Review
Manage Health Costs

  • Health Savings Accounts
  • Long-term Care
  • Medicare Supplement
  • Employee Benefits
Clarify Vision

  • Financial Planning
  • Retirement Planning
  • Income Planning
  • Estate Planning
Smooth Life Transitions

  • Marriage/Divorce
  • Birth/Death
  • Assisted Living
  • Change of Residence
Family Emergency

  • Emergency Fund
  • Income Replacement
  • Due to Death
  • Due to Disability
Manage Resources

  • Good Steward
  • Asset Allocation
  • Risk Management
  • How Much is Enough
Tax Mitigation

  • Tax Advantaged Accounts
  • Asset Location
  • Tax Managed Investments
  • Tax Loss Harvesting
Protect Assets

  • Insurance
  • Business/Buy-Sells
  • Succession Plan
  • Defined Benefit plans
Execute Intentions

  • Trusts and Wills
  • Life Insurance
  • Titling of Assets
  • Medical Directives/POAs
Prepare Beneficiaries

  • Education
  • Consider Impact
  • Begin Now
  • Involve Family
Giving Back

  • Planning
  • Low-basis Investments
  • Tax-advantaged Gifts

Implementation: We can utilize a variety of accounts, investments, insurance
and other tactics to implement your financial objectives…

  • Investments
  • CD’s/Checking/Savings
  • 529s/Custodial
  • IRAs/Roths
  • Annuities: Fixed, Variable
  • Insurance: Life, Health, Disability, Long-term Care, Medicare Supplement
  • 401k/SEP’s/Defined Benefit
  • Trust Accounts
  • Mortgages: Traditional, Jumbo¹
  • REITs/1031s

Key Partnerships: Our Expert Team includes allied
professionals that help us implement strategies…

  • Accountants (CPA)
  • Business Attorney
  • Business Appraiser
  • Estate Planning Attorney
  • Eldercare Consultant
  • Life Insurance/Long-term Care Expert
  • Mortgage Broker
  • Real Estate Broker
  • Trustee and Fiduciaries

¹ These services would require coordination with third party professionals.