Comprehensive Wealth Management

Our comprehensive strategy addresses the five key areas of retirement planning:

Portfolio Management – Investment recommendations are based on your needs and goals; this service includes positioning the assets within your employer-provided retirement plan, such as a 401(k). Continuous monitoring of your portfolio and regular performance meetings ensure you stay on track to meet your goals.

Tax Planning – We provide solutions that incorporate the latest tax code changes, and that introduce tax-advantaged investments that can help you keep more of what you earn.

Retirement Planning – Look forward to a comfortable retirement by developing and implementing a long-term strategy designed to realize income for life. Analysis of the beneficiaries of your IRAs and other retirement plans is also part of this service.

Estate Planning – We will do a detailed analysis of your current estate plan and offer recommendations that give you greater control over who benefits from your financial legacy. This includes assistance in transferring assets to your living trust or other trusts.

Insurance – Risk management is an essential part of financial planning. We will assess your risk factors, including a review of life insurance, disability, long-term care, and liability insurance for adequacy, cost, and tax sensitivity.