Our Services*

We can coordinate everything from your retirement planning to investment management to tax and insurance strategies. Utilizing one team helps ensure each plan works together to get you one step closer to your goal.

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Advanced Planning

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We will partner with you to develop a customized financial plan that works for you now and over the long term. Whether it’s planning for retirement, saving for a child’s education or making charitable contributions, we will get to know you and your goals, then build a plan to help you reach them.

Deep assessment of your current situation
Goal setting for achieving goals
Tax strategy integrated into your financial plan
Modifications to your financial plan as goals change

Investment Management

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We will get to know you, your investment goals, tolerance for risk and time frame until retirement. Then our investment management team will take a proactive approach to diversifying your portfolio across asset classes including cash, fixed income and equities and periodically review your portfolio, making adjustments as needed to align with your risk tolerance and overall objectives.

Diversification among multiple asset classes
Consideration of different styles and strategies within asset classes
Implementation of active and passive strategies
Tactical asset allocation adjustments

Tax Planning

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Including an effective tax strategy as part of your overall wealth and estate plan may help you maximize your savings and reach your financial goals. We will work with an experienced, in-house tax team that understands the latest regulatory issues and tax law changes to create tax efficient strategies for you designed to minimize your tax burden.

Proactive, creative tax analysis and year-round planning
Implementation of multi-state tax strategies including residency and domicile
Representation and support for IRS and state tax audits
Bookkeeping and family office services

Insurance

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Having income protection strategies in place can help you protect your family now and in the future. To build a sound financial plan, it’s a good idea to include insurance solutions such as life and property and casualty insurance. Our experienced insurance team can help you evaluate solutions and recommend options to fit your family’s needs.

Asset and income protection strategies
Analysis of major insurance companies and product recommendations
Life insurance audits and Long-term care expense mitigation
Estate tax elimination strategies

Trust Services

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As you think about providing for your family for generations to come, you may want to consider establishing a trust. We will will work with you on strategies to help minimize taxes and maximize your potential wealth transfer and charitable contributions. Our goal is to help ensure your wishes are carried out.

Review and advice on trust documents
Charitable planning and gifting strategies
Generation-skipping wealth transfer strategies
Self-settled trusts for asset protection and efficient distribution

401(k)/Retirement Plan Services

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Helping employees plan for retirement is vital for businesses and can be a strong retention tool. Our CEFEX-certified team* can help by creating, managing and expanding your employer-sponsored plan that meets the needs of your employees. Services that we offer include: