What We Do
Navigating the Complexity of Finance, Simplified for You.
Our Services
Financial Planning
Design a personalized plan to reach your goals quickly, but safely. This includes:
- Helping parents or young adults budget for college
- Supporting care providers in financial planning for aging parents or children living with disabilities
- Retirement preparation including navigating Medicare, estimating expenses, optimizing social security benefits and preserving wealth
- Adapt financial plans through major life events like marriage, parenthood or employment changes.
Expertise Areas:
Holistic financial planning helps create options and can include:
- Customized investment strategies including tax focus
- Planning for clients at or near retirement
- Social Security and Medicare benefits planning
- Discussions around annuities and insurance planning
- Long-term care planning, including the use of long-term care insurance
- End-of-life planning, including the need for advance healthcare directives or power of attorney
- College planning
- Estate planning
- Charitable giving
- Major life changes, such as divorce, job loss or birth of a child
The emphasis is on shaping a plan to prioritize financial goals and provide workable solutions to real obstacles. Holistic advisors try not to leave any stone unturned so you have complete confidence in your financial plan.
Investing Management
Instead of proposing a generic strategy, our firm provides an accredited and experienced financial analyst to invest and teach in alignment with your goals and style.
Our Process:
- Assessment of your objectives as an investor
- A holistic review of current investment accounts and tax implications
- Creation of reports and an in-depth discussion to help the investor understand
the opportunities and pitfalls of various investment strategies - Creation of an investment proposal outlining specifics of the investments
including location (correct accounts placement can make a significant impact) - Ongoing performance meetings allowing the investor to adjust at any time.
Additional High Growth Strategies
Strategies focused on regularly outperforming their indexes. Investing options are available even if you have a financial advisor.