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Services

Financial Planning

A Lifetime Approach

Some aspects of financial planning remain constant—like having a documented, goals-based retirement plan, proactive tax strategies, and regular reviews of your estate plan and insurance coverage. Others become more relevant at different life stages. Our expertise and service model is designed to meet you where you are today and evolve with you as your life and financial needs change.

Wealth Accumulation

  • Savings & Investment Strategies
  • Employer Benefits Planning (401k, 403b, Deferred Comp, Pension, etc.)
  • Stock / Equity Compensation Management
  • Employment / Contract Analysis
  • Real Estate Analysis & Strategies
  • Education Funding
  • Small Business Planning

Retirement

  • Retirement Preparedness Analysis
  • Maximizing Transition to Retirement (Pension, Deferred Comp, Stock, Business Exit)
  • Sustainable Income & Cash Flow Plan
  • Asset Allocation Adjustment
  • Social Security Claiming Strategies
  • Private Healthcare & Medicare Planning
  • Navigating Inheritance & New Wealth

Wealth Distribution

  • Tax Efficient Gifting Strategies
  • - Charitable Giving
    - Family & Friends
  • Spending Coaching
  • Multi-Generational Family Planning
  • Trust Partner for Surviving Spouse
  • Real Estate Disposition Plan
  • “My Legacy” Questionnaire & Conversation