FEE-ONLY - FIDUCIARY
CERTIFIED FINANCIAL PLANNER® PRACTICIONER
HOW WE OPTIMIZE YOUR FINANCES
INVESTMENT ADVISORY - We work with clients to develop an investment policy statement that matches financial resources and risk-tolerance to financial goals. We manage index and individual stock portfolios in-house to maximize the tax planning provided. Our goal is to help you reach yours while taking as much risk off the table as possible.
RETIREMENT PLANNING - We help determine when you can retire, how much annual retirement spending you can realize, minimize marketplace and Medicare premium costs, optimize your retirement returns, reduce portfolio risk, and minimize lifetime and estate taxes.
TAX PLANNING - Whether you are transitioning to retirement and need guidance on an optimal withdrawal strategy, funding your future retirement, saving to fund a child’s education, paying for healthcare, or funding a legacy for your heirs or charitable organization -- there are many opportunities to minimize current and future wealth erosion to income taxes -- and we develop a lifetime tax plan to realize these opportunities.
SMALL BUSINESS RETIREMENT PLAN ADVISORY - We determine the optimal employer retirement plan based on your goals and company characteristics. We help compare plans and expenses, design plans for new and existing qualified retirement plans, select and monitor investment options, and provide employee education.
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