Examples of services we provide:

Family wealth management services

• Develop and review family budget and savings plan to help achieve financial goals
• Review current investment allocation and provide investment management services
• Education planning services; 529 Plans, Custodial Accounts
• Insurance review and solutions; Life insurance and Long-term Care

Retirement planning services

• Develop, analyze and adjust long-term retirement plan annually
• Management of retirement investment portfolios
• Review and consultation on 401k, 403b and 457 employer retirement accounts
• Develop and track sustainable cash flow plan during retirement

Trust services

• Provide domestic and international trust solutions
• Provide professional trustee services
• Management of trust investment portfolios

Tax and estate planning services*

• Gifting and wealth transfer strategies
• Consultation with your attorney on estate planning issues
• Consultation with your accountant on tax issues
• Tax considerate investment portfolio management

Business owner services

• Investment fiduciary services for retirement plans
• Employer sponsored plans; 401ks, SIMPLE IRA plans, stock options and deferred compensation
• Consultation services on business valuation and succession planning
• Employee educational seminars

Administration and reporting services

• Online access for reviewing portfolios, online bill pay and research
• WebEx conference services for out-of-state clients
• Annual review meetings, quarterly phone updates and monthly statements
• Electronic funds transfer for investment programs and income cash flow
• Coordinate and review all financial documents