When it comes to financial planning, it’s important to review every aspect of your situation before making any decision — big and small.
With every new client, we take a holistic approach to our services to help make sure you’re receiving the most comprehensive advice and guidance possible.
Our financial planning services include:
Estate Plan
Review
Estate Plan Review
It’s never too early to start outlining your wishes. Even if you don’t have many assets, it’s important to identify your preferred beneficiaries in case any unforeseen circumstances arise. While you will need to hire an attorney to draft and execute your estate planning documents, we’ll serve as a facilitator throughout the process to help make sure every decision accommodates your unique needs and goals, as well as your plans for the future.
Retirement
Planning
Retirement Planning
It can be intimidating to look ahead to the future. That’s why we’ll ease into the process — every step of the way — so you can gain confidence as you navigate important retirement planning decisions. From how much money you need to save every month to the impact of funding future education needs, we’ll provide you with objective advice and recommendations that will fulfill your needs while taking into account potential challenges.
Investment
Management
Investment Management
Stocks, bonds, real estate, commodities, mutual funds...the list is unending. The market is constantly evolving, and we make a point to educate you on new developments to help ensure your investment strategy remains consistent with your short- and long-term goals — no matter the state of the economy. This is a continuous process; we will educate you on the options available to you at all times, involving you in every decision and keeping you aware of the potential benefits and risks. No action will be taken until you are comfortable with the rationale for the recommendation and agree to its implementation.
Tax Plan
Review
Tax Plan Review
Tax planning isn’t just for tax season — it’s something you need to do year-round. However, as the complexity of our assets increases, the tax strategy gets more convoluted. That is why we always take into account the tax implications and opportunities when creating your financial plan. We do not offer tax return preparation services, but we will provide recommendations for the optimal tax strategy while partnering with your tax return preparer.
Insurance
Review
Insurance Review
From life insurance to home insurance to car insurance to health insurance, there is no shortage of insurance policies to evaluate. However, it’s important that the coverage you select offers the best protection at the most efficient cost. We’ll educate you on the options available to you — including their advantages and disadvantages — so you select the insurance plans that have both you and your family’s best interests in mind. Our goal is to help you sleep well at night by making sure your needs are covered.
Employee Benefits
Packages
Employee Benefits Packages
We will analyze the optimal approach to leverage your employee benefits as an integral part of your financial plan. As your dedicated employee advocate, we’ll help you understand exactly what your employer is offering you so you can make the most out of every opportunity. We will evaluate and recommend investment strategies for your employer sponsored retirement plans and any other opportunities they may offer.