Our Services
Families/Individuals
Our objective is to provide a pre-retirement/post-retirement income strategy that is tax-responsive and designed to provide more income in retirement than the spendable income that existed during the client's working years.
We identify and determine the education costs and needs of children and grandchildren. By utilizing all available resources, we create an education solution that does not compromise the retirement savings of parents or grandparents, including foundations and endowments.
It is becoming more and more difficult for future generations to establish and maintain wealth. Our strategies are designed to provide the foundation for creating dynastic wealth for future generations.
Some households have limited resources to protect against risks and to establish and grow wealth. Our risk management strategies are designed to efficiently and effectively balance the demands on your financial resources to accomplish your goals.
We create and maintain portfolios that have practical real-life applications and purposes, which can be aligned with a client’s financial plan and objectives.
Businesses
Employer-Sponsored Retirement Plans, Business Succession Planning, Risk Management
- Business Owner Retirement and Exit Strategies
- Business Valuation/Buy-Sell Agreements
- Family Business Planning
- Prioritizing Business Needs
- Strategic Alliances/Elevation
- Key Employee and Employee Benefit and Retention Programs
