Setting You Up
Financial planning is not just an event. It is an ongoing process. Together, we will help you uncover your life goals, quantify them, and then tailor a plan to help you reach them safely. Furthermore, as inevitable life changes take place, we will be right there to ensure that your plan stays on track.
Our cutting-edge software will deliver you a financial plan that is easy-to-understand and actionable. Your plan will be customized based upon your risk tolerance, time horizon, and unique circumstances. It is our primary objective to increase the probability of you achieving your goals.
We’ve Got You Covered
Account Organization
Secure portal to view all of your accounts and plan
Retirement Planning
Monte Carlo simulation calculates probability of success; social security optimization and medicare options
Budgeting & Debt Management
Cash flow and debt reduction analysis; student loan program selection
Tax Strategies
Maximizing retirement account contributions, efficient withdrawals, and Roth IRA conversions
Funding College
Projecting coverage of tuition costs for your children and grandchildren via 529, UTMA, and UGMA accounts
Employee Benefits
Review of your company 401(k) or 403(b) match, stock options, vesting periods, and concentration risk in company stock
Real Estate
Scenario analysis for a new home purchase or refinance; asset-backed lending for an experienced investor
Insurance Coverage
Whether it is life , disability, or long-term care, there’s a fine line between too much and not enough
Annuity Reviews
See if those high internal costs are paying off or if you can get out of it without penalty
Navigating Divorce
Understanding your choices that allow for financial stability and a fresh start
Business Succession Planning
Determine its worth and most efficient transfer vehicle
Estate Planning
The important documents to create; asset protection considerations