Our Services
Our Services
We serve individuals and businesses in all areas of financial planning, including:
• Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
• Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
• Risk management - Reviewing existing investments and insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
• Tax management - Making sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.
• Estate planning - Preserving your estate for your intended heirs and charities. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.