Client Services

Comprehensive Financial Planning

Examining cash flow, assets & liabilities, investment portfolio, estate planning, risk management, tax and capital needs planning (accumulation goals, college planning, retirement, etc.).


 

Financial Independence Planning

Combine the projecting of future income needs and lifestyle to design a roadmap to allow you to feel comfortable about your financial future.

 

Portfolio Analysis & Asset Allocation

Customize your existing and future investments to your risk tolerance and goals. This service is available on an ongoing basis with a separate investment management agreement which allows us to actively monitor and manage your portfolio so you can sleep well at night.

Tax Planning & Review

Working with your tax preparer or accountant to maximize your income net of taxes now and in the future. Personal tax preparation available for those not requiring the services of a CPA.

 

Personal Cash Flow/Budget Analysis

Review areas where we can increase efficiency and maximize your net cash flow.

 

Debt Mgmt. & Reduction Strategies

Analyze the liability side of your personal balance sheet to both improve cash flow and help you work towards long term goals. This includes credit cards, personal loans, and mortgages.

Education Needs Analysis & Planning

Assess the future capital required to fund your child’s higher education needs and review potential strategies to meet those needs.

Risk Management Planning

Assess areas in your personal insurance strategies that could be improved to better protect you and your family. These include life, health, disability, liability, and long term care insurance as well as having adequate emergency reserve funds. Includes coordination with qualified insurance professionals as needed.

  Financial Planning