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
