We start with your goals in mind. As independent financial advisors, we have one agenda- yours. Integrating our tax expertise with a balanced approach allows us to view your finances in a much broader scope. Our comprehensive and holistic wealth management can help you effectively execute your estate planning, investment management, financial planning, risk management and tax planning needs.

COMPREHENSIVE FINANCIAL PLANNING

GOAL SETTING: Clarify what is important in your financial life

ASSET ALLOCATION: Proper portfolio allocation and periodic rebalancing based on your individual risk profile

RISK MANAGEMENT: Insurance planning and solutions

RETIREMENT PLANNING: Proper distribution planning and evaluation the right time for retirement

SOCIAL SECURITY: Help you decide when to take social security for lifetime income maximization

TAX PLANNING: Minimize taxes through the myriad of financial decisions, including tax preparation

ESTATE PLANNING: Proper estate preservation and distribution according to you wants and needs

COMMUNICATION AND ACCOUNTABILITY

FOCUSED MEETUP: Standard meetings to update or review your financial life

ONGOING ACCESS: 24/7 access to your financial information

FINANCIAL MODELS: Periodic update of your financial pie

REBALANCING: Periodic rebalancing based on market conditions, life changes or risk tolerance

NEXT GENERATION DISCUSSION: Coordinate discussions about the proper time and tone of discussing your money with your family

MONITORING AND EVALUATION

OTHER ADVISORS: Work with other advisors, such as attorneys and bankers to minimize friction in pursuing your goals

BUSINESS PLANNING: Assist with ways to transition business obligations and implement business succession plans

REASSURANCE: Reminder of long-term goals and historical perspective

OPPORTUNITIES: Sounding board for business opportunities