We offer a full range of Financial Planning services to help you achieve your and your family’s goals.
Retirement Planning
By understanding your current financial situation and long-term goals, we will work with you to develop a plan to enable your current assets to generate reliable paychecks during retirement.
Investment Management
We spend considerable time discussing your goals - the people, experiences, and missions in your life that you want your investments to provide for. We then create and implement an investment strategy that aligns with your ideal life while focusing on minimizing fees and implementing textbook asset allocation.
Tax Planning
With an overall goal of minimizing tax liability, we will work with you and your accountant to analyze your overall financial situation to create a tax-efficient strategy so that you keep as much of your earnings as possible.
Cash flow planning
Let us help you create a strategy to fund your retirement or current lifestyle. We take a strategic approach that balances your current financial needs with both expected and unexpected needs far into the future.
Insurance Planning
We will work to understand your current needs and help you navigate the insurance landscape to find coverage that makes the most sense for today and tomorrow. This includes obtaining health insurance upon retiring but prior to Medicare eligibility.
Equity compensation planning
Options, Shareholder Agreements, pensions, and vesting do not have to be complicated. We have developed deep experience in interpreting company equity policies and can position you to maximize the compensation you’re entitled to.
estate planning
We will work with you to define your beneficiaries and guide you through the wills, trusts, powers of attorney, and health care directives, as well as help you to plan for significant life changes and long-term care.
employee benefit planning
We have vast experience in reviewing employee benefit plans including pensions, options, healthcare, 401 (k) matching, and other offerings, and will work with you to understand how to maximize the benefits available to you.
college Planning
Paying for the College experience of a loved one is one of the most impactful gifts you can make. We will work to understand your values and help you navigate how and when to pay as well as opportunities to minimize overall cost.
