We use a holistic approach to planning that reflects our broad, tax-centered financial life planning philosophy and methods.

  • Investment Planning — Our approach to investment planning utilizes diverse, alternative strategies and investments, including integrated asset allocation and customized asset management.
  • Tax Planning — All clients receive income and estate tax planning to take full advantage of tax-based investing. We also help with charitable planning and trusts. Tax services are offered in conjunction with your personal CPA.
  • Income Protection — Our methods create some safeguards for the unexpected, including planning for long-term care, disability protection, income replacement, and creditor protection.
  • Retirement Planning — Being able to retire comfortably requires good planning early on. Our investment advisors work with clients on income needs analyses, IRA rollover and distribution planning, fixed income strategies, and qualified plan design and compliance.
  • Business Planning — Our advisors can work with you to transition your business when you’re ready, including planning business succession, helping with buy-sell agreements, and retaining key employees.
  • Estate Planning — We work with our clients to reduce tax penalties on estates through wealth transfer, charitable giving, and trust strategies.
  • Insurance — You can’t prepare for every eventuality, but having some lifelines are important. Through life insurance analysis and planning, and long-term and disability care insurance, we can help make sure you’re prepared for the future.
  • Education Planning — Sending your children to college is expensive. We can help you plan for the expense with Coverdell Education Savings Accounts and 529 College Savings Plans.
  • Special Situations — Whether it’s divorce or incapacity, we put plans in place to cover you during unexpected life events.
  • Debt Management — We can work with you to help you get control over your debt before it gets control of you.

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These resources and documents are provided to our clients, free of charge.