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Aligning Your Wealth with Your Life Goals

Let’s Transform Your Resources into Your Ideal Life

Maybe you want to make a cross-country move or take a long trip through Europe. Perhaps you want to finally purchase that lake home—but you’d like to know if you can do so while still leaving enough for your kids and without impacting your retirement income. 

You have specific aspirations about how you want to live. Our role is to sort through the ins and outs of your finances to help you live out your dreams in confidence. 

Family sitting in a meadow of flowers.

Developing a Plan for Your Financial Future that Includes:

Retirement Planning

Crafting a coordinated financial plan that incorporates your life's goals and dreams and that will help you get to and support you throughout your retirement. "Retirement" does not mean the same thing to everyone, so we will determine what yours will look like.

Social Security Optimization

Helping you determine how and when to take Social Security to maximize the success of your plan.

Investment Management

We'll structure a low-cost, diversified portfolio that is tax efficient and tailored to your short and long-term goals. We offer traditional, strategic portfolios, tactical portfolios that can adjust to market conditions and ESG (Environmental, Social and Governance) portfolios for socially conscious investors.

Estate Planning

Constructing a plan for your assets is key to ensuring they'll be distributed how you wish. We'll also collaborate with your attorney to put your plan into place and take into account Federal and State tax laws.

Income Tax Planning

For every aspect of your plan, we strive to identify ways to help you minimize your tax liability and keep more of what you have worked hard to earn. We often brainstorm with your CPA or tax preparer to come up with tax savvy ideas and help you avoid a nasty tax surprise.

Risk Management

Reviewing risks in your plan and determining how to mitigate these risks is a critical part of any financial plan. This may mean working with insurance professionals to have adequate coverage in place to protect what you and your family have worked for and ensure loved ones are taken care of.

College Planning

We work closely with you to create a game plan for funding your children or grandchildren's educational pursuits and seek to utilize the optimal investment vehicles to accomplish this.

Executive Compensation

We'll help you understand your benefits and make the most of your executive compensation, whether it is stock options, restricted stock, deferred compensation or other retirement plans.

Small Business Planning

We offer guidance related to the financial intricacies of your small business and how to incorporate your business's success into your personal financial plan. Services include determining what employee retirement plans to utilize, helping create a succession plan, valuing your business, and identifying tax planning opportunities.

Charitable Planning

We'll help determine the optimal ways to support the organizations you're passionate about. This may include setting up donor advised funds, utilizing appreciated stock, maximizing your tax deductions—and figuring out how to fit this all into your financial plan.

Accomplish Your Dreams with a Focused Plan

Instead of providing you with a generic cookie-cutter solution, you’ll be equipped with a plan that’s entirely unique to you and your life. Whatever your goals are, we’re excited to learn more about you and see how we can help you move closer to your vision.