We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
We specialize in investment, retirement and estate planning strategies. Working closely with clients, we structure their finances with the goals of managing investment risk effectively, securing retirement income and maximizing asset transfers to future generations. Our services include asset management, retirement planning, 401k consulting, 529 plans for college savings and financial planning. Rather than a generic investment program, we can offer you a personalized and ongoing financial strategy based on your unique situation, preferences and objectives.
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In the past decade, we've seen both a significant recession and the birth of an economic recovery. Are you wondering what to do going forward?
- Your portfolio has not been rebalanced in response to market conditions. Are your holdings sufficiently diversified to reduce the effects of market volatility and possibly benefit from a continued recovery?
- You've changed jobs or have retired. What should you do with your 401k plan or other retirement plan from your former employer?
- You wonder how much you'll need to retire without depleting your savings. Is there a way to estimate and plan for your retirement goals under a variety of different possible economic scenarios?
- You hope to transfer your wealth to future generations in a tax efficient and streamlined manner. What can you do to effectively provide for your family when you're no longer here?
- You would like to save for your children's or grandchildren's college education. How can a 529 plan help you to accomplish this goal?
- You are seeking a higher level of income on your retirement assets. What choices make sense in this current period of slowly rising interest rates?
- Your investment accounts have not sufficiently participated in the market's growth or you feel that your current advisor has not sufficiently communicated with you. What alternatives may help to improve your experience?
- Your retirement and investment accounts are scattered at several different financial institutions. Can consolidation of your accounts allow for a more cohesive investment plan and simplify your life?
We would be glad to provide answers to these questions and construct an ongoing plan that is in alignment with your unique needs. Please contact us to plan a meeting to discuss your specific goals.