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Client Portal

Financial Planning

Financial planning is the roadmap to a secure and fulfilling life, as you define it. We provide comprehensive planning: Not just for investments—but for everything from debt management to college funding to generating the retirement income you’ll need.

Comprehensive, Personalized Plans

Our planning process starts with getting to know you and your needs in depth and detail. Based on that information, we create a comprehensive set of recommendations that may include:

  • Cash-flow optimization
  • Education funding
  • Retirement funding
  • Social Security maximization
  • Minimizing taxes
  • Risk management
  • Charitable giving
  • Estate planning

No financial plan should be written in stone. Financial planning is a dynamic process that includes ongoing implementation and continual monitoring, with course corrections as needed. And of course, we always listen closely to client feedback and stand ready to help you make informed decisions about major purchases and financial decisions.

Retirement Income Planning

We guide and support clients in building their retirement nest eggs, and we also help them retire confident that they will not outlive their assets.

Retirement income planning involves working together to identify your retirement income needs, then creating two things:

  • An in-retirement portfolio that, along with Social Security and any other income sources, provides steady income while allowing for needed growth.
  • A spending strategy that can keep you from overspending—or living with unnecessary frugality.

Estate Planning

Proper estate planning helps to ensure that your heirs receive the greatest amount of your wealth possible, in an easy and efficient manner. It often goes hand in hand with charitable giving.

We provide guidance for giving to the people and causes that are important to you in two ways: During your lifetime, and at the settlement of your estate.

Risk Management

Wealth takes a great deal of time and work to achieve, but it can be lost quickly. That’s why risk management is essential for those who wish to sustain their wealth and potentially pass it on to multiple generations.

We walk clients through the potential risks faced by them, their family members and their assets. We also recommend cost-effective insurance options to reduce those risks.