Our Services While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a personalized financial program using our most popular services:Investment managementInvestment oversight servicesInvestment tax strategiesTax reduction planningRetirement income & distribution planningFamily wealth planningEstate conservationInsurance and annuity productsAnd moreWe provide Quarterly Newsletters and timely blogs to keep you informed of the most current planning options. These are provided for free, no obligation, for anyone who would like to receive them. To sign up, and to receive information about events we host throughout the year, click here. . COVID-19 Financial Planning Consult The emergence of COVID-19 has presented some of the greatest challenges and opportunities we’ve seen in decades. Times like these can be make or break, especially when near retirement. This free, no obligation, financial planning consult will make sure you have the resources and information you need to make the most of the situation.If you (or your family) are asking pointed questions like...“When will I be ready for retirement?”,“What’s going to happen to my 401k when I retire?”, or“What’s the best tax strategy to reduce my burden in retirement?”Then this consult may be the best next step for your family. Learn more . Investment Oversight Service Reviewing your investments and designing a personalized portfolio appropriate to your needsYear-long, continual monitoring of your investmentsQuarterly, semi-annual or annual meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by youQuarterly StatementsIndependent AdviceRecommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)sQuarterly Market Watch letter detailing our firm’s research, analysis and view of the current state of the investment markets . Tax Reduction Planning Comprehensive review of your tax return to highlight potential opportunities for maximizing tax reduction strategiesQuarterly review of your tax situation and planning to incorporate any new tax law changesComplimentary consultation with your tax preparerRecommendations of tax strategies including tax advantaged investmentsStaying up-to-date on and presenting new tax laws that can affect your situation . Retirement Income & Distribution Planning Analysis of your income needs now and in the futureContinual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of livingRecommendations regarding appropriate distribution strategy for your employer retirement plans and IRAsAnalysis of the beneficiaries of your IRAs and how to establish an Inherited IRA . Family Wealth Planning Analysis of your current estate plan and concernsComplimentary consultation with your attorneyAssistance in transferring assets to your Living Trust or other trustsProviding guidance with the appropriate and necessary steps in the event of the death of a loved one . Client Services & Communications Quarterly Newsletter to keep you apprised of the most current planning optionsQuarterly, semi-annual or annual reviewsSpecial reports on how to help reduce your taxes and other important topics (check out our blog for some of our previous reports)Special Gold Medal Service Events, including client appreciation events... for you and your guests! Have a question? Fill out the form below to schedule an free no-obligation consultation. Name Email Address Phone Message Thank you! Oops!