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Our Services

Comprehensive Planning. Customized Strategies. Client First.

Financial Planning

  • Net Worth Planning

  • Retirement Planning

  • Tax Planning

  • Investment Management

  • Charitable Giving Strategies

  • Cash Flow & Budget Planning

  • Education Planning

  • Insurance Planning

Estate Planning

  • Wills, Power of Attorney, Health Care Directive with other professionals

  • Beneficiary Designation Planning

  • Philanthropic Planning

  • Family Meetings

  • Advanced Design & Generational Planning

  • Elder Care / Medicaid Planning

Investment Management

  • Portfolio Management

  • Asset Allocation Strategies

  • Risk Tolerance Analysis

  • Tax & Cost Basis Reporting

  • Alternative Investment Strategies

Insurance Planning & Risk Management

  • Insurance Audit & Review

  • Life, Disability, Health, & Long Term Care Insurance

  • Medicare Insurance and Medical Supplement Consultation

Tax Planning

  • Complete Tax Return Preparation Service

  • Projection & Reduction Strategies

  • Coordination with CPA for Year-End

  • Gain/Loss Summary

  • Tax Planning

Real Estate Consulting

  • Real Estate Analysis

  • Refinancing Options

  • Transaction Tax Analysis

  • 1031 Exchange Consultation

  • Mortgage Referrals

  • Property Management Consulting

Retirement Planning

  • Retirement Projections

  • Income Distribution Planning

  • Employer Sponsored Qualified

  • Retirement Plans

  • Personal Retirement Planning

  • Required Minimum Distribution¬†(RMD) Planning

Additional Services

  • Business Consulting

  • Social Security Planning

  • Divorce Financial Planning

  • Family Financial Meeting

  • Family Financial Education

Learn more about how our team can help you.

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