Our Services

While every situation is unique, our process includes the fundamentals of financial planning:

Investment Management

  • Strategic portfolio guidance by financial planning experts and in-house investment management team
  • Individualized portfolio management
  • Retirement plan guidance, including 401(k) and IRA options
  • College investment planning
  • Real estate portfolio strategies

Financial Independence Planning

  • Proprietary analytics to ensure that you stay on track
  • Expertise working with womens financial planning issues

Risk Management & Insurance Needs

  • Evaluate life and disability insurance
  • Evaluate long-term care options

Tax & Estate Planning

  • Short- and long-range tax planning, coordinated with your tax professionals
  • Estate plan review and attorney referrals
  • Strategies for maximizing charitable giving and trusts