Our Services
Think of us the as the Chief Financial Officer to your financial life. We will work in a fiduciary capacity, to build and optimize your financial plan, in order to help you pursue what is most important to you— your goals.
Advice and Guidence
- Goals-based Wealth Management Process
- Cash Flow Based Planning
- Extensive Global Research
- Tax Minimization Strategies
- Investment Personality Assessment
Retirement
- Managing Income in Retirement
- Managing 401(k) During Job Transition
- Planning For Retirement
- Health Care Expense Planning
- Retirement Income Planning
- Safe Withdrawal Strategies
Budgeting
- Everyday Cash Management
- Saving Strategies
- Earn, Save, Grow, Preserve, Continuum
- Account Aggregation
- Personal Financial Statements
- Net Worth Statement
Debt Management
- Credit Cards
- Mortgage
- Home Equity
- Security Based Debt
- Structured Debt
- Student Loans
Investments
- Alternate Investments
- Concentrated Stock Positions
- Equity and Fixed Income Strategies
- Managed Account Programs
- Private Equity
Estate Guidance Services
- Charitable Giving
- Insurance and Annuities
- Private Family Foundations
- Trust
- Donor-Advised Funds
- Family Wealth Planning
Education Funding Strategies
- UTMA / UGMA Management
- 529 Plans
- Merritt Based
- 709 Gifting Strategies
- 127 Education Reimbursement
Solutions for Business
- Liquidity and Cash Management
- Retirement Solutions
- Succession Planning
- Merger & Acquisition Strategies
- Initial Public Offering Strategies
- Debt Financing Strategies
Tracking Progress
- Asset Information and Measurement
- Client Review
- Client Portal and Document Vault
- Statements
- Well-being Outlook Analysis