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We Provide Financial Guidance

Providing you with the knowledge and resources you need to be successful is what we do best. A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum wealth it can via a solid, tax efficient investment portfolio.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. Our relationship will entail regular review of your plan, ongoing financial management, and frequent communication. 

Situation

Solution

You’re in the middle or later phase of your career, have a family, and have assets all over the place that need some organization.
Financial Planning
It's time to get organized. We'll review your current plan, identify gaps, opportunities, and possible cost savings. We'll run cash flow projections to test your retirement goal. We'll also review Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your life ahead.



You're concerned about retirement. You're not sure if you have enough saved or are concerned you will run out of money. It's never too early or too late to start planning for retirement. 


Retirement Planning
We create a cash flow projection to gauge your retirement success. We then run a Monte Carlo simulation to stress test your retirement cash flow through various market cycles. We then develop a plan for saving and a plan for income in retirement.

You need someone to look at the total picture, including IRAs, old 401ks, and current employer plans.
Investment Management
Accomplish your short- and long-term objectives with an investment portfolio tailored according to your unique risk profile. We use a variety of third-party asset managers who typically allow only institutions access. We also have propriety investment solutions.
You have stock plans, stock options, pensions or you’ve recently started your own business and want to make sure you’re staying ahead of any future tax liabilities. Tax Planning
Feel confident with a strategic tax planning approach that helps you get the most out of your company plans and minimizes unnecessary income and estate taxes.

 
You have life insurance but need a second opinion on your current policies. You may also be concerned about health insurance or long-term care protection. Insurance Alternatives
First we review your current coverage and provide you with a recommendation. We have access to some of the top providers in the country. This enables us to hand-pick the life, disability, and long-term care insurance solutions that offer the most value at a price that’s right for you. We also have relationships with experienced professionals in health insurance, Medicare Advantage Plans, home, auto, and umbrella liability.