Our Services


Proactive Investment Management

  • Regular review meetings to evalute and update your overall financial plan
  • Develop an investment portfolio tailored to your specific needs using independent objective investment advice
  • Commission-free transactions on stocks, mutual funds and exchange-traded funds 

Tax Reduction Planning

  • Comprehensive review of your tax return to uncover opportunities for reducing taxes
  • Implement strategies to minimize taxes
  • Annual income tax projections and planning to incorporate tax law changes
  • Dividend & capital gain planning to leverage preferential tax treatment
  • Complimentary consultation with your tax preparer

Retirement Income & Distribution Planning

  • Analysis of your income needs now and develop strategies to meet your needs in retirement
  • Determine your Social Security claiming strategy to maximize your lifetime benefits
  • Coordinate your Required Minimum Distributions to avoid steep IRS tax penalties

Stewardship

  • Implement a charitable giving plan to maximize your impact in the causes you care most about
  • Recommend and implement a charitable legacy plan that continues after your death

Family Wealth Planning

  • Estate tax analysis and implementation of reduction techniques
  • Identify and implement probate avoidance techniques
  • Coordinate your beneficiary designations with your estate plan
  • Coordinate Medical Assistance planning techniques with your elder law attorney 
  • Consult with your beneficiaries upon your death to ensure an orderly disposition of assets
  • Complimentary consultation with your estate planning attorney

Client Services & Communications

  • Personalized Wealth Management website to track ALL of your household financial assets
  • Periodic newsletters to keep you apprised of the most current financial topics
  • Access to network of professionals (e.g. tax, legal, insurance, mortgage)