Our Services

We begin our process with a discovery meeting that allows us to gather necessary information about your financial picture. In this meeting we cover the following topics, and use that information to construct a detailed financial plan that is tailored for your needs.

 Retirement Planning

  • Retirement saving strategies
  • Total financial reviews
  • Retirement software planning

Investment Management

  • Active and Passive Equity Management
  • Stop-loss strategies
  • Fixed Income Portfolios

Estate Planning

  • Legacy Planning
  • Beneficiary Review
  • Titling of Assets
  • Gifting/Charitable strategies

Insurance

  • Long Term Care Planning
  • Permanent & Term Life
  • Pension Strategies

Taxes

  • Tax planning around Capital Gains/Losses
  • Generational tax planning