Our Services

CUSTOMIZED INVESTMENT MANAGEMENT

Design, implement, and monitor portfolios - emphasis on asset allocation modeling and tax management.

RETIREMENT PLANNING

Help clients determine when they can retire, maximize their social security benefits, etc.

CASH FLOW PLANNING

Utilize portfolio simulation models to aid in retirement planning

ESTATE PLANNING

Review estate planning documents and determine the capital needed to fund any estate tax liability.

ASSET PROTECTION

Review the titling of assets and the beneficiary designations.

RISK MANAGEMENT

Review all insurance policies and make recommendations on the amount and type of coverage necessary.

EDUCATION PLANNING

Recommend education savings plans for children or grandchildren.

TAX PLANNING

Develop tax reduction strategies related to investments, compensation, and cash flow.

EXECUTIVE BENEFIT ANALYSIS

Analyze compensation and benefit plans and make recommendations for improvement.

LIQUIDITY EVENTS

Develop income and estate tax strategies to help clients prepare for major liquidity events.

TYPICAL CLIENTS OF OUR FIRM

Pre-retirement + post-retirement individuals
Corporate Executives + Professionals
Business Owners
Widows, Widowers, + Heirs