Our Services


Our Services

Financial Planning

• Networth Planning
• Retirement Planning
• Tax Planning
• Investment Management
• Charitable giving Strategies
• Cash Flow & Budget Planning
• Education Planning
• Insurance Planning

Estate Planning

• Wills, Power of Attorney, Health Care Directive with other professionals
• Beneficiary designation planning
• Philanthropic planning
• Family meetings
• Advanced design & Generational Planning
• Elder Care/ Medicaid planning

Investment Management

• Portfolio Management
• Asset Allocation Strategies
• Risk Tolerance Analysis
• Tax & Cost Basis Reporting
• Alternative Invesment Strategies

Insurance Planning & Risk Management

• Insurance Audit & Review
• Life, Disability, Health, & Long Term Care Insurance
• Medicare Insurance and medical supplement consultation

Tax Planning

• Complete Tax Return Preparation service
• Projection & Reduction Strategies
• Coordination with CPA for Year-End
• Gain/Loss Summary
• Tax Planning

Real Estate Consulting

• Real Estate Analysis
• Refinancing options
• Transaction Tax analysis
• 1031 exchange consultation
• Mortgage referrals
• Property management consulting

Retirement Planning

• Retirement projections
• Income Distribution Planning
• Employer Sponsored Qualified
• Retirement Plans
• Personal retirement planning
• Required Minimum Distribution 
(RMD) Planning

Additional Services

• Business Consulting
• Social Security Planning
• Divorce Financial Planning
• Family Financial Meeting
• Family financial education