What We Do:
What type of services do you provide?
Financial firms often list their services in terminology that may be difficult for clients to understand. We believe that one of the greatest values we can provide is empowerment through financial education and literacy. So let’s start now.
Below are services along with common questions that we often help our clients with. Even if you don’t think a service pertains to you, we invite you to click on it to see common questions that you may be asking.
Comprehensive Financial Planning
Balance Sheet Projections & Reviews
What are my assets and liabilities and is it a healthy mix?
Tax Planning
Am I paying more than my fair share in taxes?
Debt Strategies
Is there a more efficient way to manage my debt?
Business Planning
Is there a better way to structure my business and its cash flow to minimize tax and/or optimize my savings?
Retirement Planning
Am I on track for retirement?
Education Planning
Am I saving enough for my child’s education?
Insurance Assessment
Would my family be okay if I got injured or passed away today?
Estate Planning
Have I done all I can to ensure my assets will be left as I intend when I pass away?
Wealth & Risk Management
Efficient Frontier
Am I being adequately compensated for the risk I take in the market?
Risk Alignment
Is my portfolio’s allocation positioned to help me achieve my goals?
Investment Advisory Services
I know how to make money, but can you help me with what to do with it?
Principal Protection and Income Based Strategies
How can I ensure I don’t run out of money in retirement?
Tax-Advantaged and Alternative Investment Strategies
Is there a way I can defer or mitigate taxes this year and in future years?
