What We Do

Our services encompass a full range of financial planning and investment management strategies targeted toward specific goals or needs. Before we make recommendations, it is important that we meet with you to truly understand your personal financial situation, opinions about money and wealth, and what you hope to accomplish by working with a financial advisor.

After speaking with and reviewing your financial documents (i.e. savings and investment accounts, debts, insurance, etc.), we will provide actionable recommendations in some or all of the following areas.

Whether your focus is saving for the future, getting out of debt, planning for a major purchase, or something in between, we can help you create and carry out a thoughtful plan to pursue your financial goals. A successful financial plan must be updated regularly to ensure it is still consistent with your financial situation and current life stage. That’s why we conduct annual reviews to help ensure your plan is a success.

Prudent investing takes time and energy that the average investor isn’t looking to spend. Instead of managing your assets on your own, allow us to prepare a custom portfolio based on your existing assets, risk tolerance, and time horizon. We will continuously monitor and adjust your profile as needed to stay in line with your goals and broader market/economic trends.

Our mission is to help you enjoy a stress-free retirement. To do so, we take a proactive approach in helping you prepare for your first day of retirement. In addition to investment recommendations, we will also prepare income analyses by reviewing your employer-sponsored retirement plan, pension, expected inheritances, Social Security, and other retirement funding sources. This data helps us effectively plan for you to transition out of the workforce.

Planning doesn’t end at retirement – it just changes. Now instead of building wealth, we work with you striving to ensure the wealth you’ve built lasts a lifetime. We transition your assets to income-producing investments while keeping pace with inflation. We also develop a withdrawal plan so you can enjoy your preferred lifestyle without running out of money.

As your retirement becomes your “new normal,” it’s time to turn attention toward your estate. How do you want to be remembered? What sort of legacy do you want to leave? In conjunction with your attorney, we can help you update your beneficiaries, develop trusts, and structure your wealth to easily transition to the people, places, and organizations that you care about.

Unexpected events can often interfere with a well-crafted plan. But with proper insurance coverage, it is possible to lessen the effect those events can have on your life. We will analyze your current life, disability, and long-term care plans to see if you are under- or over-insured. If you are in need of more insurance coverage, we can craft a policy that will fit your need.

If you have children or grandchildren, paying for their education is likely a priority. We can help you set up a specialized education funding account, such as a 529 Plan, to help pay for school, or identify ways to reduce the cost through scholarships, work study, and more.