Taking into account your tolerance for risk, along with the means to help you achieve your financial goals, our team works to develop a portfolio that is designed specifically for you and the objectives you have in mind.
From cash flow to Social Security, your retirement chapter is full of complexities that rely on advanced planning and preparation. We understand how intimidating these details can be, which is why we approach your post-work chapter with a straightforward process in order to help you achieve your long-term goals.
Long-Term Care Planning
You’ve worked hard to save your wealth and have long-term goals you’d like to achieve. In order to do so, we’ll work with you to clarify your objectives and outline the details so that you can afford medical expenses and more so that you can live the life you’ve dreamed of.
As a team, we work to provide you with cost-effective insurance options that are appropriate for you, your loved ones and your assets. By preparing now for unexpected scenarious, we’ll help you and your family avoid future financial concerns.
In order to effectively reach your goals, we’ll help you minimize any tax hurdles that may be in the way. Working together, we will review your tax return and offer recommendations on how to maintain your hard-earned wealth.
Working closely with you and your attorney, we will establish and/or maintain your estate plan. And, through private trust services, generational planning and a variety of strategies, we will help guide you through this critical component of wealth management.
Our team will help you plan for the future of your children and grandchildren when it comes to educational and financial success. Together, we can lay the foundation for you and your loved ones.
Here’s Who We Help:
Dave & Ellen
Ages 46 and 44
George & Sarah
Ages 66 and 63
We primarily work with clients who have investment assets they would like to have professionally managed as part of their financial plan. We also offer a flat fee arrangement to accommodate clients who need financial planning services, but do not have investable assets that can be managed.
Assets Under Management ($)
Annual Rate (%)
$0 - $1,000,000