Our Services

 

A Genuine and Lasting Impact 

As your empowered financial team of specialized advisors we help you plan your legacy. In doing so, we collaborate on your behalf to do everything we can to best serve your needs through four key areas.

Our Services

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Ready With Your Answers

We get it, we’ve all got questions. Some we know to ponder, while others we don’t even realize we should be asking. That’s where fee-based financial planning and a premier team can help add clarity today, tomorrow, and for decades to come.

Do these questions sound familiar?

 
 
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College Planning:
College Planning:

  • How much should I be saving each month for my child’s college education?

  • Where are the best places from a tax standpoint to save for my child’s college?

Financial Independence:
Financial Independence:

  • How much money do I need to have at retirement in order to never run out of money?

  • Am I saving enough right now to be able to retire or achieve financial independence?

  • Where will my income come from throughout retirement?

Protection Planning:
Protection Planning:

  • What happens if my spouse passes away prematurely?

  • Are my children taken care of financially if we both pass away prematurely?

  • If I am unable to work because I have cancer, how will I generate income?

  • How much does a nursing home cost and what are the options to pay for it?

  • When is a good time to consider Disability Income Insurance?

 

 

Our Process

We strive to personalize our expertise, care, and support to best serve you. After all, each person, business, and story requires a different plan. That’s why our three step strategy helps us create a customized plan that finds solutions for your particular needs and a path for your specific goals.

 
  • step 1

    Risk Management

    We tirelessly review your financial situation from a holistic point of view, while taking into account known and unknown factors that may affect your future; ultimately implementing a protection plan.

  • step 2

    Wealth Accumulation

    Through a plan designed specifically for your short and long term goals, we help diversify and allocate assets, while you continue building wealth.

  • step 3

    Wealth Preservation & Distribution

    As we move forward, we regularly review your plan and it’s efficacy, then make adjustments where appropriate. In doing so, we aim to mitigate loss and help ensure the distribution of your assets to your loved ones in the most effective and efficient manner..

Let’s Talk Today

Our team is ready to discuss a strategy that will help plan your specific legacy.