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Asset Protection
We put together a plan comprised of a mix of assets that is unique to you. Your combination of assets has to meet your comfort level in terms of safety, liquidity, and growth.
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TAX PLANNING
“Do not pay taxes on money you are not spending,” John D. Rockafeller. By scheduling appropriate contributions and distributions from tax-favored retirement plans we can help you minimize the tax impact of your financial decisions.
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INCOME PLANNING
The number one fear of retirees today is the possibility of outliving their money. Proper income planning will help you feel more confident you won’t run out of money in retirement.
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RISK MANAGEMENT
Risk management can range from purchasing inexpensive term life insurance and disability coverage when you are young, to advanced wealth transfer and estate strategies. We have the ability to independently search the top rated companies for the best rates available.
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WEALTH PRESERVATION
& DISTRIBUTIONLack of planning for the transfer of assets to the next generation is one of the largest destroyers of personal wealth. We will help you prepare for this inevitable event and maximize the efficiency of the transfer to your heirs. We have attorneys on our team to assist with legal aspects of the planning process when necessary.
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401K ASSISTANCE
We have found that advice at the 401k level for individuals is lacking. We have tools available along with personalized attention to help you make sense of the options you have within your 401k plan.
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CATASTROPHIC ILLNESS
We put together a plan comprised of a mix of assets that is unique to you. Your combination of assets has to meet your comfort level in terms of safety, liquidity, and growth.
Specializing in
OUR RELATIONSHIP DOES NOT END WITH
YOU BECOMING A CLIENT – IT BEGINS.
Part of our mission is to help guide you as things change in the
economy, the stock market, and your lives.
We do this in a few different ways:
We monitor the progress of your accounts on an ongoing basis and schedule meetings either quarterly or annually depending on the nature of the accounts. We are available for ongoing reviews at any time.
We inform our clients with quarterly newsletters (electronic or paper) giving economic updates, along with our seminar schedule for the next quarter, and possibly a photo of things going on in our lives. We also provide weekly economic updates via email allowing us to get important information out to our clients immediately as it happens, along with some fun ideas like a recipe of the week and a golf tip.
We encourage all of our clients to attend at least one of our financial workshops per year. It is always good to review this material on an ongoing basis. Visit our events page to make a reservation for one of our educational workshops near you.