Services For Individuals and Families

With a CERTIFIED FINANCIAL PLANNER™ professional on our team, we focus on offering financial comprehensive planning that incorporates an individual's or family's short and long-term financial goals. Our services include:

Investment and Asset Management

We forgo model portfolios and instead build a customized and diversified portfolio that complements clients’ other planning concerns, be it taxes or liquidity needs. After we define their objectives, we develop a portfolio emphasizing risk management and diversification, all while focusing on tax efficiency.

Financial Planning

Financial planning can involve a variety of different strategies, but the overall goal is to determine how to grow, protect, and distribute one’s wealth. In building a financial plan, we help clients establish their financial goals, determine their assets and liabilities, and evaluate their current financial position. From there, we can develop and implement a plan, focusing on the client’s long-term goals.

Retirement Planning

We serve clients in all phases of retirement planning, from building assets to transitioning into retirement. We aim to identify opportunities for building wealth while employing conservative investment strategies. We can also offer advice on 401(k) rollovers, how to create a strategy for retirement income, and other complex financial elements of retirement.

Estate Planning

Many individuals, couples, and families not only want to make their assets last for their lifetimes, but they also want to leave a legacy for their heirs. However, the financial side of estate planning is often overlooked and can have a significant impact on one's family. We can assist clients in articulating their estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.

Insurance

As individuals age, their need for insurance may change. Products such as life and long-term care insurances are two ways individuals can protect their family and their assets. With access to a number of insurance companies, we can help clients determine appropriate options based on their goals and circumstances.

*Investing involves risk including loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.