Our Services

Our services cover your entire financial world. We approach our analysis from the top down, starting with your goals and values as well as how you earn income. Do you draw a salary, earn commissions and/or bonuses or do you own a business you’re continually investing in? Is there an inheritance on the horizon? It’s extremely important for us to understand who you are as a person. Once we have a full picture, we’ll construct and implement a plan that is tailored to your situation and priorities.

Investment Management

  • IRAs
  • Non-qualified brokerage accounts
  • Cash balance pension plans

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Retirement Planning

  • Accumulation & investment strategies
  • Distribution sequencing advice

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Risk Management

  • Life & disability insurance
  • Long-term care strategies

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Estate Planning & Wealth Transfer

  • Lifetime/annual gift strategies
  • Living & revocable trusts
  • Charitable giving strategies
  • Medicaid planning strategies

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Tax Mitigation

  • Roth conversion analysis
  • Roth conversion timing
  • Backdoor Roth IRA

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Corporate Benefits

  • Monitoring 401(k), 403(b) or 457 investments
  • Analysis of ESOPs, stock units & options

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Education Planning

  • Minor trust accounts, 529 plans and brokerage accounts

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