OUR SERVICES

Let’s Start With You

If you are thinking about your financial future, there is no time like the present to get organized. We offer comprehensive personal financial planning, wealth management and advisory services as well as a wide array of investment strategies and insurance solutions. We deliver our services by deploying a team-based holistic approach, in conjunction with a fully integrated planning process specially designed to help simplify your financial life and alleviate many of the complexities typically associated with modern day wealth management.

 

Personal Planning Strategies

 

Risk Management

  • Emergency Reserve

  • StrategiesSavings Strategies

  • Protection Planning

  • Employee Benefits Integration

  • Life Insurance Audit

  • Disability Income Insurance

  • Long-Term Care Insurance

  • Elder Care Benefits

Retirement Planning

  • 401(k) and 403(b) Plans

  • Deferred Compensation

  • Income Needs Analysis

  • Profit Sharing Plans

  • Retirement Distribution Strategies

  • Social Security Analysis

Estate Planning

  • Estate Tax Projections

  • Tax Minimization Strategies

  • Advanced Gifting Techniques

  • Family Business Integration

  • Trust Planning Services

  • Trust Management Services

  • Life Insurance Trusts

  • Healthcare Proxies

  • Will Management

Education Funding

  • ABLE Accounts

  • Student Loan Management

  • 529 Plans

  • Coverdell Accounts

  • UTMA/UGMA Accounts

  • Higher Education Cost Analysis

Wealth Management Strategies

  • Securities Brokerage Services

  • Alternative Asset Offerings

  • Tax Mitigation Strategies

  • Diversification Strategies

  • Wealth Transfer Planning

  • Institutional Managed Accounts

  • Passive Investments

Legacy Planning

  • Family Governance & Education

  • Philanthropic Planning

  • Private Banking Integration

  • Charitable Gifting Strategies

  • Family Gifting Strategies

 

Do You Own A Business?

If you are like most business owners, much of your time and focus is spent on executing your business plan. Oftentimes, as a result, your personal planning needs may take a back seat. It is important to remember that your business and personal finances are intricately linked, especially from a tax and estate planning perspective. Helping business owners like you to fully integrate your financial life is one of our specialties.

We offer a comprehensive set of solutions to help you protect your investment in your business, attract and retain talent, and reward key people. We explore what you would personally like to achieve through your business, with a special focus on succession planning and exit strategies.

 

BUSINESS PLANNING

 

Succession Planning

  • Transition Timetable

  • Legacy Planning

  • Estate Equalization

  • Purchase Agreements

  • Sellability Score

Business Protection

  • Evaluation Analysis

  • Buy/Sell Strategies

  • Key Person insurance

  • Business & Personal Plan

  • Integration

 

 

Corporate Planning Strategies

 

Retirement Planning

  • 401(k) and 403(b) Plans

  • Profit Sharing

  • Simplified Employer Pension

  • Simple IRAs

  • Defined Benefit

Reward Key Employees

  • Non-Qualified Selective Benefits

  • Deferred Compensation Plans

  • Salary Continuation Plans

  • Executive Bonus Plans

  • Split Dollar Arrangements

  • Financial Planning Packages

  • Estate Planning Integration

Employee Benefits

  • Health Insurance

  • Short & Long Term Disability

  • Group Life Insurance

  • Accidental Death & Disability Insurance

  • Long-Term Care Insurance

  • Dental Insurance

  • HSA, HRA, & FSA Plans

  • Supplemental Employee Benefit Plans

 

Specialty Services

 

Socially Responsible Investing

  • Impact Investing

  • Alternative Investments

  • ESG Incorporation & Screening

  • Shareholder Advocacy

  • Community Investing

  • Divestment Strategies

  • Values-Based Investing

Family Business Planning

  • Succession Planning

  • Protection Strategy

  • Growth Strategy

  • Family Business Coaching

Special Needs Planning

  • Special Needs Trust Funding

  • Risk Management

  • Management of Government Resources

  • Life Care Planning

  • Community Support & Philanthropy

  • Educational Workshops & Seminars