Our Services

How We Help

Financial Planning – Ready to get organized and take control?
Financial Planning - is about controlling what we can in our financial lives. Our services seek to ensure that you don’t leave money on the table just because you don’t know what questions to ask. Key elements to a plan might include cash-flow analysis, saving and spending plans, emergency funds, and tax strategies.

Investment Management – Can you sleep well at night and still prosper?
We understand that sound investing is a disciplined process. But not all methods are right for all investors. Because of this, we offer a variety of strategies and investment approaches. We do not make forecasts or predictions. Instead, we provide our clients with objective investment strategies that have been developed from years of experience.

Retirement Planning – Are you ready?
Retirement is both an end and a new beginning. We can help you estimate your retirement income needs, as well as your expenses. Should you pay off your mortgage? How will you pay for healthcare? From social security to real estate to retirement savings, no matter where your money resides, we can help design a plan that fits your life.

Family Wealth Transfer – How do you want to be remembered?
Few people enjoy contemplating death, but the fact remains that planning your legacy can provide those you leave behind with more money and greater peace of mind, and have a lasting impression on your legacy.

Charitable Giving – The real joy is in giving, not receiving
Whatever your favorite cause or charity, a generous heart is a fine legacy. We can help you decide which works best for you, a Charitable Remainder Trust, private foundation or donor advised fund.

Workplace 401k – The Wide Impact Option
Most Americans only savings sits in their 401k plan at work. We think workplace retirement plans are a great way to help as many people as possible. Let us help you assess your options and build a workplace plan you can be proud of. Whether starting a plan or updating an existing plan, we can probably help improve your plan’s design, helping you attract and retain talent and meet your fiduciary responsibility.

Tax Planning and Preparation – It often pays to get a second opinion
Too many tax preparers are processors rather than planners. Please don’t pay more than you need to! Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.