Resourceful...capable or clever; able to put available resources to efficient or ingenious use; using materials at hand wisely or efficiently.


Menu of services

 

Family wealth management services

  • Develop and monitor 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, monitor 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 monitor 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 issue
  • Consultation with your accountant on tax issues
  • Tax efficient 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