How can we help you?

Retirement planning

  • Help ensure you don’t run out of money. 
  • Stress test your financial situation to see if you are on track.  
  • Help you retire when you want with the lifestyle you want. 
  • Transition your investments into income for retirement. 
  • Help optimize your Social Security lifetime benefit through advanced strategies. 
  • Help you select the most suitable Medicare supplement. 
  • Assist with selecting a the retirement plan for your business: Sep, SIMPLE, 401(k), etc. 

Investments

  • Offer a 2nd opinion review of your existing investment and retirement accounts. 
  • Share advanced, tax-efficient investment strategies for high net worth individuals. 

Overall financial health

  • Advise as your family's CFO and Chief Budgeting Officer.  
  • Provide a one page financial health projection w/ our exclusive Family Wealth Planner. 
  • Help you during life transitions. Ex: Selling business, downsizing, divorce, death. 
  • Find out how you compare to your peers. 
  • Assist you with commercial and high end residential mortgages.

Legacy planning

  • Help ensure proper multigenerational transfer of wealth through estate planning.  
  • Help ensure your children do not mismanage their inheritance! 
  • Offer tax avoidance strategies.
  • Facilitate charitable giving.

Insurance & family security

  • Fill any insurance gaps and potentially upgrade your existing insurance policy: Term Life, Whole Life, Long Term Care (LTC), and hybrids.

College

  • Establish educational funding.
  • Offer strategic planning to help maximize financial aid from colleges.