Informed & Thoughtful Strategies
We build custom financial solutions to fit every goal and chapter of your life. Here are some common needs we have experience in.
Financial Planning
This is a life-long endeavor. Your finances are one of the most powerful ways you can achieve your goals. Having a solid plan will help you set your goals and track your progress as you work toward them.
We can provide clarity and guidance as you:
- Visualize what success looks like to you.
- Take an inventory of where you stand and set realistic expectations.
- Clearly define the steps that will lead you to your goals.
- As your life changes, adjust your plan and redefine which actions will get you where you want to be.
Investment Management
Timing the market carries more risk than opportunity. Instead, we strategically diversify your portfolio for your risk tolerance and monitor its performance over the long-term. As we encounter market opportunities or updates to your life and goals, we make adjustments to help you stay on track. We stay ahead of the curve on emerging industries and technologies, which helps us identify opportunities for your portfolio while they’re still strategic.
ESG Investing
ESG stands for Environmental, Social and Governance, and is often called ‘sustainable investing.’ We can help you develop a portfolio that supports both your values and your financial goals.
Taxation
Tax planning is a year-round process. Understand which strategies will help you to save, invest and spend against your plan and goals. We’ll help you make tax-informed decisions.
Retirement Planning
Retirement will be one of the biggest transitions of your working life and it can last for decades—the best time to start thinking about it is now. Think ahead about how you’d like to spend this time and plan for it.
Funding Retirement
Save and invest strategically to get to your target retirement fund.
Distributions
Learn how to take distributions from your investment vehicles in a way that supports your goals and lifestyle.
Navigating the Transition
Get support through all the details before, during and after your retirement.
Social Security & More
Learn how to factor in social security and other income resources into your retirement.
Generational Wealth
Your legacy deserves a thoughtful plan.
Benefactors
Think through what you’d like to see your wealth support in the future and beyond your lifetime. We’ll help you craft a wealth transfer plan that allocates your resources the way you want.
Beneficiaries
Talk to your benefactors about their vision for your inheritance, learn how to preserve and grow wealth, and incorporate what you receive into your overall financial plan.
Estate Planning
Like all aspects of your financial plan, estate planning means thinking ahead. An estate plan defines how your assets will be managed during your lifetime and beyond. We’ll work with the other professionals in your life and help you work through:
An Inventory
Get a comprehensive sense of what you have to plan for.
Long-Term Care
Create a plan for your assets and responsibilities in case of an incapacitating injury or illness.
Tax Strategies
Strategize to keep your resources intact.
Charitable Giving and Philanthropy
Include organizations and causes that are dear to you in your planning.
Business Planning
Planning ahead for each phase of your business can help you maximize the value of this important asset and tap in at the right time. Through our experience working with business owners (and as business owners ourselves), we advise on the following:
- Cash-flow analysis
- Succession Planning
- Tax Strategies & Planning
- Risk management
- Distributions
