Our Services
Your Personal CFO
- Written financial plan when appropriate.
- Formal and informal meetings to meet your needs and expectations
- Complete financial assessment
- Prioritize and set financial goals
- Coordination and assistance with CPAs and attorneys
- Assistance with property and casualty
Investment Management
- Regular investment reviews
- Consolidate and simplify accounts
- Review existing 401(k) and IRA
Wealth Management
- Retirement income planning
- Estate and charitable planning
- Long term care planning
- Review and analyze Social Security
- Insurance planning
Business Services
- Succession and Retirement Planning
- Key Executive Benefits
- Deferred Compensation
- Exit Strategy Planning
- Assistance with Business Valuation & Succession
Helping You and Your Family
- Multi-generational legacy planning
- Insurance audit reviews
- Coordination with attorneys on trusts
- Client educational events and seminars
Safeguarding & Due Diligence
- Regulated by both SEC & FINRA
- 3rd party compliance and oversight
- 3rd party investment managers
- 3rd party investment custodians
- Insurance company due diligence
- Disaster protection plan in place
- Unbiased investment research
