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Our comprehensive wealth planning and investment management services include:

Retirement Planning

Whether retirement is five years or twenty years away, retirement planning is an ongoing process. For those planning for retirement, we can help determine opportunities to help in building an income for retirement. We assist with IRA rollovers, help to potentially minimize unnecessary taxes on investments, and potentially maximize contributions to a company retirement plan.

Investments and Asset Management

With current market volatility and thousands of investment choices, the days of buying and holding a portfolio of stocks, bonds, or mutual funds may soon be gone. We believe that merely diversifying a traditional asset allocation mix may not lead to the portfolio growth necessary to achieve your goals. We strive to lower your portfolio’s volatility and potentially grow your investment assets, whether markets are up or down. We attempt to achieve this by utilizing alternative asset classes and alternative investment strategies.

Estate Planning

Preserving wealth and leaving a legacy in a tax-efficient manner to family and heirs can be complicated and confusing. We seek to demystify the common misconceptions of estate planning and assist clients in articulating their estate planning needs. We can work with your attorney and CPA to coordinate any other estate needs.

College Planning

Many families must determine how they will pay for their children’s college expenses while balancing their retirement needs. We help you evaluate funding and savings options and create an education strategy tailored to your goals.

Tax Planning

While decisions are rarely made solely on a tax impact, it’s important to have a working knowledge of the income or estate tax issues and costs involved. Working with your CPA, we can guide you through a full range of tax planning decisions with strategies designed to minimize your tax liabilities and maximize your cash flow.

Insurance and Risk Management

Few things can erode your savings quicker than potential long-term care, long-term disability, and healthcare needs. We rely on proven strategies to preserve your wealth while also offering insurance to protect the assets you have worked hard to build. We help you evaluate the types of coverage appropriate for your circumstances, including life, long-term care, and disability options.

Corporate Retirement Plans

We can help businesses set up and implement a retirement plan designed to meet their needs. Through our scalable system, we can work with a small, single participant 401(k), as well as more robust plans. Some of the plans we implement can include:

  • 401(k) Plans
  • SEP IRAs
  • Deferred Compensation Plans
  • Defined Benefit Plans
  • Executive Compensation & Bonus Strategies

Specialized Services

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