Services

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

• Create diversified, cost-efficient portfolios designed to withstand market volatility and help you achieve your goals.
• Offer a 2^nd 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 Chief Financial 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 minimization 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 and monitor educational funds.
• Offer strategic planning to help maximize financial aid from colleges.

Women-Centric financial planning

• Life planning for longer range lifespan.
• Financial planning for widows.
• Strategic planning during and after divorce.
• Provide resources and coordinate finances to help with aging parents.