Personal Services

In our practice, we subscribe to a team philosophy approach to financial planning and our clients financial wellness. We want to understand you and what you want. We want to help you find balance between lifestyle, saving, and finding the security you want. We review all financial plans and make commentary and recommendations as a team. Our clients find this approach helps them know that we have looked at their situation from many perspectives, not just one.

Financial Planning

Financial Planning

We embrace technology to deepen our relationship with you. Financial Wellness comes through real communication. Technology helps us do that, but we feel technology should not take the place of human interaction. Today’s world is moving fast and information has to move as fast. We embrace this thought knowing our number one goal is a deeper connection with you.

Budgeting

Budgeting

Budgeting, the life line to getting what you want and spending on the goods and services you truly value. Our integrated approach and automatic updating will help you make the decisions you want and the decisions you need.

Insurance Planning

Insurance Planning

Insurance planning is complicated and sometimes stressful. Our financial planning approach incorporates analysis and product education in an unbiased neutral fashion so that you make important decisions that change as your needs change.

Wealth Management Planning

Wealth Management Planning

Our team approach surrounding the fiduciary needs of your money consists of risk testing, proper asset allocation, re-balancing and monitoring in a fee neutral and unbiased environment. We want you as our client to learn how we as a Wealth Management Firm trend the important characteristics of your money. We communicate this trend to you through our VIP Monitoring Program which is our communication with you regarding the trend of your account. We believe our communication to you helps a trusting relationship with you, which leads to better decision marketing.

Retirement Income Distribution planning

Retirement Income Distribution planning

Retirement distribution planning and implementation requires a great deal of analysis and stress testing. Probability analysis helps us have better discussions about your money and that money lasting through your lifetime. We use a systematic approach that segregates money for risk and cash flow. This is monitored monthly and reported to you. Our clients found this process has taken the worry out of their retirement lives.

Social security Planning

Social security Planning

Choosing when to take social security benefits consists of understanding what you wanting to accomplish and picking the methodology that works for you and your financial plan. Our analytics are used to show side by side comparisons so that you may make the best decisions for you.

Long Term Care Planning

Long Term Care Planning

Long term care events can be devastating to your financial life in retirement. Planning and protecting your assets is important work that everyone needs. In our financial plans this is addressed and discussed. Decision making is tough and having the tools to make good decisions can help you make these decisions.

Estate Planning

Estate Planning

Estate planning is more than making sure your money and assets go where you want them to go, but also protecting those assets from adverse affects of taxation and potential care expense. We address these issues and help you understand what your options are.

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