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Our Services

Asset Management

  • Portfolio Evaluation and Construction
  • Active Management
  • Defensive and Hedging Strategies
  • Alternative Strategies
  • Online Client Portal

Retirement Planning

  • Cash Flow Projection
  • Social Security Planning
  • Medicare Planning
  • Required Minimum Distributions
  • Retirement Plan Analysis
  • Pension Plan Analysis

Tax Planning

  • Coordinate with CPA
  • Roth vs. Pre-tax Strategies
  • Tax Loss Harvesting
  • Tax Document Delivery to CPA

Estate Planning

  • Coordinate with Attorney:
    • Trusts
    • Wills
    • Beneficiary Designations
  • Life Insurance Analysis
  • Inheritance Planning

Education

  • Education Funding
  • 529 Planning
  • College Cost Projections

Philanthropy

  • Donor Advised Funds
  • Donations In-Kind
  • Qualifed Charitable Distributions
  • Gift Planning

Additional Services

  • Business Planning
  • Employment Transition
  • Marriage & Divorce Planning 
  • Death & Disability Planning
  • Financial Document Safekeeping