Our Services Draft Page
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Your Personal CFO
- Written financial plan when appropriate
- Formal and Informal Meetings
- Complete financial assessment
- Set and Prioritize Financial Goals
- Assistance with Property and Casualty
- CPA and Attorney referrals*
*These are not recommendations or endorsements. They are a list of possible resources should you need those services.
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
Helping You and Your Family
- Multi-generational legacy planning
- Insurance reviews
- Assistance with Trust services
- Assistance with Succession
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
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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