Our goal is to help clients!
We provide a full complement of wealth preservation, asset protection, investment advisory, and tax planning services.
When we form a relationship, we will have a series of meetings in order to understand your situation, needs, goals, feelings and family dynamics. Then, we will develop a customized and comprehensive set of wealth and tax planning strategies specific to those needs and goals.
We then work with your advisors to coordinate these strategies, or we can refer you to advisors as needed. These advisors may include: Estate planning attorneys or CPAs.
Our approach is all-encompassing and includes:
Tax planning - As our office has been preparing tax returns for 20+ years, we believe we are qualified to make recommendations based on your prior tax returns, resulting in potential savings opportunities.
Retirement planning - Our office will review your retirement plans both at work and individual retirement plans. Through the use of our online wealth management platform, we integrate these plans so that you may see, and our office can make sure these investments are properly allocated within your risk tolerance.
Assess your current retirement plan - If you are a business owner, we will review your current retirement plan, and if worthwhile, suggest alternative strategies, striving to increase your tax savings and preserve your companys income.
Wealth preservation - Consider and present strategies for potentially increasing and preserving your wealth.
Titling of assets - Review the titling of your assets -- investments, real estate, and business assets to make sure that there is ample access during your lifetime at any incapacity, or to facilitate correct and tax-efficient distribution at death.
Portfolio analysis - Aligning your risk tolerance and goals to your investment strategy. I strive to provide a customized set of investments, which will be in sync with your stated goals.
Debt analysis - Analysis of your current debt structure and liquidity needs.
Insurance assessment - Our risk analysis will take into account your need to lower risk via death, disability, long-term care, and your property/casualty and business insurances.
Educational funding - Evaluation of educational funding alternatives via College Savings Plans (529 Plans), UGMA or Educational IRAs.
Estate planning - Planning for the distribution of assets to your family or charity.