Your Values & Goals + Our Personalized Planning Services
Whether you're looking for strategies to enhance your personal financial life, or your business, we have you covered.
Personal Financial Services
We’re here to help you thrive. Using our comprehensive process, we'll take a 360° look at your current financial position, identify strategies to address your needs and build a customized plan to help you get from where you are to where you want to be, while focusing on the topics most important to you.
What can you expect?
Our services include:
- Goal Development and Personal Values Assessment, to align your goals and financial tools with what matters most to you.
- Financial Net Worth, including full digital and print net worth statements, updated daily.
- Investment Analysis, a comprehensive review of your current investments through multiple filters including expense management, investment return, tax efficiencies, and risks to determine best solutions for you.
- Tax Analysis and Strategic Planning, using our 37-point checklist developed by CPAs, this analysis will help you maximize your tax efficiencies now, as well as illustrate the impact of tax strategies throughout retirement.
- Risk Management Analysis, three unique analyses designed to ensure you’ve prepared for the certainty of uncertainty.
- Retirement Income Planning, including Secure Income Modeling and Total Income Modeling to identify potential retirement income shortfalls so you can address them as quickly as possible.
- Social Security Optimization, to not only identify which strategy may pay the most, but more importantly, which is the right strategy for your plan.
- What-If Worksheets, to model up to five different retirement scenarios.
- Plan Summary, detailed, easy to read written recommendations so you know exactly what the next steps are to address any gaps in your plan.
We accomplish all of this and more through a series of high-impact Strategy Sessions, as well as our team working for you behind the scenes. We typically meet, either in person or by Zoom, four to six times over the course of the year.
These Strategy Sessions are intentional and designed with educational elements to provide you with greater peace of mind and confidence as you prepare for and move into retirement.
It all starts with a conversation. Click here to pick a time to get started.
Business Financial Services
Building on our personal financial process, we can give you a 360° view of your organization’s finances and develop strategies to help your business thrive.
What can you expect?
- Time & Attention, we know you're busy and being pulled in multiple different directions. We do the leg work for you on the financial topics most important to you so you are equipped with the information you need to make timely decisions.
- Employee Retention and Recruitment, we know that your employees are your business' most valuable asset and high turn-over has a direct negative impact to your bottom line. One way to hire and keep the best employees is by offering a low-cost, easy to maintain Retirement Savings Plan. You can help your current and future full-time employees establish a path to their more secure retirement.
- Tax Diversification, you will be able to explore options to provide income tax free income streams to supplement your retirement income.
- Business Valuation, so you have a baseline value for your business to develop a viable exit strategy.
It all starts with a conversation. Click here to pick a time to get started.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
