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What We Do

CUSTOMIZED SOLUTIONS

You’ll receive ongoing support and guidance to create and implement a custom wealth management plan to keep your financial life on the right track. Following your initial consultation, I  will coordinate tailored solutions to help meet your goals and financial needs, including:

  • Retirement and cash-flow planning
  • Wealth transfer planning
  • Education funding*
  • Gifting & Charitable Planning
  • Executive benefit planning and stock-option strategies
  • Investment Planning*
  • Business succession planning
  • Financial Planning*
  • Risk Management and Insurance Planning
  • Tax Planning
  • Estate planning

THE RIGHT APPROACH

  • We don’t look for home runs, but we’re not satisfied with the performance of traditional indexes like the S&P 500
  • We utilize tax management so you keep more of your money
  • We take a holistic approach including a complimentary consultation for financial planning* and advice

THE RIGHT PORTFOLIO

  • We’re truly personal, building a custom portfolio based on your life and your goals
  • We maximize diversification using all available liquid asset classes

THE RIGHT RELATIONSHIP

  • We are fiercely independent with no conflict of interest and no products
  • A dedicated Financial Advisor that uses a Personal Financial Dashboard - The single most important part of your financial life is knowing what you have and where it is