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We’re here for you

You don’t need to be an expert at financial planning. That’s why we’re here. We’ll provide you with custom-built plans focused on turning your vision into reality.

But our relationship doesn’t end once your plan is in place. As your life unfolds and circumstances change, we work with you to reshape your plan so that it meets your specific needs at each life stage.

Financial planning

Your financial life needs a plan

With a well-crafted financial plan in place, it’s like having a map to your future. Instead of just imagining how a secure tomorrow may look, together we’ll lay out a step-by-step path for getting there. Here’s what your personalized plan can do for you:

  • Establish your financial goals
  • Track your saving and spending
  • Create a budget
  • Build an emergency fund

This is just a start. Based on your input and our expertise, we’ll continually revisit your plan to meet new goals as opportunities or challenges arise.

Investment planning

Making your money work for you

Do you wonder how much you should invest, what you should invest in, or how to match your portfolio with your values? Have you considered how much risk you’re comfortable with?

These are great questions, and It’s our job to help you find the answers. With a wide range of investment solutions and strategies, we guide you on navigating the markets and safeguarding your gains.

Legacy planning

Plan for tomorrow, today

An estate plan determines how everything you’ve spent your whole life building will live beyond you. It’s all about taking care of those closest to you and clearly communicating your wishes. However, this can create both family and financial challenges, such as:

Who should be my executor and beneficiaries?

How can I talk with my children about my finances? How involved should they be?

How can I incorporate charitable contributions in my will?

By taking a proactive approach, we’ll help you through this complex and often emotional process. Here are some of the key elements we’ll focus on as we design your estate plan together:

Evaluate your current plan

Help mitigate your tax impact

Help maximize charitable opportunities

Prepare for your legacy

Retirement planning

Feel secure about retirement

After working hard for decades to build your nest egg, the last thing you want to feel are doubts about your future. You want to know you made sound choices that put you in a good position to retire with a sense of security. But it’s not just about retirement planning - it’s also about retirement living. Here are some important considerations we’ll discuss:

How can I protect the assets I’ve accumulated?

How will I maintain my desired lifestyle?

What mix of investments is right for me?

How do I ensure my savings last?

Next, we’ll explore your picture of retirement and help you develop a blueprint for achieving it.

Tax planning

A proactive tax strategy makes a real difference

While tax planning can become very complex, we simplify it for you. And it’s not something we only speak with you about once a year.  Your finances and tax legislation can change at any time. That’s why we’re continually looking out to shield your hard-earned income and assets using these strategies and more:

  • Develop solutions for reducing personal, estate, and business taxes
  • Identify short-term and long-term tax impacts on your finances
  • Keep you informed of changes to tax laws and regulations

Minimizing your tax burden enables you to increase your savings and investments and preserve more wealth.

Insurance planning

Prepare for the unexpected

One certainty in life is that unexpected events will occur. And in today’s world, that’s never been more apparent. The good news is that you can prepare for it.  

As part of your financial plan, a sound, actionable insurance strategy can offer protection and peace of mind. Here are some of the most critical types of insurance when looking to shield your income and savings.

Life insurance to protect your loved ones

Health insurance during employment and in retirement  

Disability insurance to ensure uninterrupted wages

Long-term care insurance to safeguard your resources and provide for your family

Get more involved with your finances.

Get more involved with your finances.

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