Products and services. Aligned with your priorities.
Often of our clients come to us already having a retirement account or two, some stocks or mutual funds, and various insurance policies. We take a holistic view of all your assets, and make sure that they are aligned with your goals and values.
Our services include:
-Tax minimization strategies (both to you and your heirs)
-Retirement income distribution plans (making sure you don’t outlive your assets)
-Risk management (e.g. life insurance, long term care etc.)
-Charitable Giving and Estate Strategies (work with your attorney/CPA, or recommending one to you)
-Investment management (creating a portfolio that aligns with your long term goals)
We believe in a transparent and easy to understand fee structure. We will make sure you know exactly what you are paying for before you make any decisions to implement a financial plan with us. We put your best interest ahead of our own and make sure you know exactly how we are compensated and disclose any potential conflicts of interest.
We also utilize virtual meetings using platforms like Zoom.
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.
