We specialize in comprehensive financial planning and wealth management.
Managing your wealth is so much more than just picking the right investments.
Retirement planning is one of the main things we do. Every person should plan for their retirement.
College costs are rising faster than just about anything else. Without proper education planning, you risk not being able to fund education when the time comes.
Insurance planning is very important. Proper insurance coverage helps you sleep well at night.
Tax planning is important if you want to minimize taxes. Our IRS-licensed tax preparers can prepare and file your returns.
We can help you allocate your investment assets to get the most gains within the bounds of your risk tolerance.
Proper estate planning can reduce most estate tax to zero, but steps must be taken while the person is alive to gain this result.
Our experts will perform an analysis of your usage of debt (your assets and liabilities) and advise you how to use debt most efficiently.
We will help walk you through all the options. We will explain what we think is the best fit for you and help you select it within the enrollment periods.
We are a leader in philanthropic strategies to maximize the gift and minimize taxes. We can advise you on a variety of strategies.
If you are a business owner, we can help you establish a Family Limited Partnership (FLPs) to efficiently pass your business onto your heirs or successors.
Our team has a proven twenty-year track record of consulting and managing insurance, tax, legal, and financial offices coast to coast.
We can help assist you with business and personal wealth management. In most cases, for solo practitioners and small firms, those areas overlap.