Full Range of Services Including Estate, Investments & Tax Planning

We provide a full range of complex services for our clients, including Insurance and Estate Planning solutions, as well as Investments and Tax Planning strategies.

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. Coordination of products and planning strategies is critical to an effective plan. Understanding how the various products and strategies impact each plan is also critical. After meeting to do this, our clients are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address their unique situation.

Retired or About to Retire

  • Investment Management
  • Asset Protection Strategies
  • Tax Planning
  • Estate Planning
  • Organize Assets & Legal Documents
  • Coordinate With Existing Professionals
  • IRA Inheritance Trust Planning
  • IRA Roth Conversion Decisions
  • Income Planning
  • Social Security Planning
  • Charitable planning
  • Life Insurance
  • Long Term Care Insurance

Highly Compensated Professionals

  • Investment Management
  • Help with Survivor Benefit Questions
  • Pension Benefits
  • Wealth Conversion
  • Tax Planning
  • Income Planning
  • Asset Allocation Planning
  • Estate Maximization
  • Income Tax Minimization
  • Life Insurance
  • Long Term Care Insurance

Married With Children

  • College Planning
  • Debt Management
  • Debt Elimination
  • Cash Flow Planning
  • Asset Allocation
  • Investments Insurance
  • Tax Planning
  • Asset Protection
  • Estate Planning

Process

Our Map for Creating Financially Secure Plan

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 our goal to assist you in building a solid financial structure that will stand the test of time, and that will grow and build wealth for you and your family.

Financial Management

We have established a process that is based on two key aspects of financial security: asset protection and wealth creation. All strategies, chosen, must help ensure financial security throughout your life, for you and your loved ones.

They must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness, or death. We try to maximize wealth and income in a tax-efficient manner.

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 approach entails a regular review of the ongoing financial management of all strategies.

Monitor Your Plan

This goal-based financial security planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategies
  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about our financial planning process and learn how a sound financial plan can help achieve your goals.