WHAT WE DO
We will help you organize all your financial information, establish goals, and plan for the future. We will continually monitor your progress and make any necessary adjustments to optimize your plan’s success. When you transition to retirement, we will help choose the appropriate Social Security claiming strategy and coordinate the liquidation of your accounts in the most tax-efficient manner.
Your estate plan will direct how your assets are distributed and identify important roles such as trustees, guardians, and powers of attorney. Without a plan in place, you could lose control of these decisions and pay more tax than is necessary. We will help you establish a sound estate plan and coordinate the implementation with an attorney.
Sound planning requires that you identify potential risks to your plan that could impede your future success. This might entail transferring that risk to an insurance company, to minimize the potential of a catastrophic event. We will guide you in the areas of life insurance, disability, long-term care, and property and casualty coverage.
Minimizing taxes is key to increasing your wealth. We will coordinate with your CPA to review your current tax return and offer recommendations when necessary. We will manage your assets with tax efficiency in mind and help optimize your retirement distributions by coordinating the liquidation of your accounts.
In addition to serving as your investment consultant, we also act as a financial concierge. We have a network of bankers, attorneys, insurance experts, accountants, and charitable giving experts.
Charitable Giving Experts