Comprehensive Financial Care
Using our intentional financial planning process, we can provide solutions for each component of your financial life. We believe serving our clients properly involves being there for the major and minor things in life. By considering your short, medium, and long-term goals, we can create a blueprint for a positive financial journey for you, your heirs, and the causes you are passionate about.
Investment Management
Planning your investment strategy isn’t a one-time practice. It is an ongoing balancing act between your goals and finding the right investments to help you achieve them. We ensure that your investments are properly diversified across multiple asset classes, tax-efficient, and aligned with your goals and values.
Risk Management
Risk comes in all shapes and sizes, and we all know that any journey can be fraught with unexpected turbulence. We understand that identifying, quantifying and managing the risks inherent to life is the time tested way to make unforeseen events less stressful. Providing for your family or business in the event of a premature death, disability, acute or chronic illness will enable you to avoid catastrophic financial loss.
Pre-Retirees
Money is essential in retirement, but maintaining your values and lifestyle is equally important. We do extensive fact-finding until we get to know the intricacies of your life and personal aspirations. From there, we can proactively allocate investment funds, manage cash flow needs, minimize taxes, and create a working estate plan.
Strategic Generosity and Charitable Tax Planning
Federal tax laws mandate that financially successful individuals support society in one of two ways: through the payment of various taxes or through charitable gifts.
Using Strategic Generosity, we show clients how charitable tax planning can help clients increase philanthropic giving while reducing taxes and increasing personal cash flow and wealth.
Understanding charitable tax strategies can help you decide how much to give, what asset to give, and when to give. This allows you to provide the maximum amount to charity and receive the maximum tax advantages.
Estate Planning and Family Conferences
Studies repeatedly show that the wealth that you have built will be gone by the third generation. Lack of trust, no shared vision, and ill prepared heirs are the main reasons for this loss.
We believe family conferences and thoughtful estate planning can help prepare your family for long-term success. Family conferences help build trust, foster communication, instill pride, and develop a sense of purpose for the family wealth. Thoughtful estate planning helps the family execute that purpose.