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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 & Succession
Helping You and Your Family
- Multi-generational legacy planning
- Insurance audit reviews
- Assistance with Trust services through collaboration with attorneys
- 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
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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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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