Our Services

  An Approach to Managing Wealth That Endures

Investment Planning

Development of an overall investment plan for you is based on a financial analysis that encompasses the following factors:

• Assessment of your tolerance for investment risk
• Development of a meaningful, realistic investment objective
• Determination of appropriate investment time horizons
• Identification of available resources
• Analysis of existing investment assets

Retirement Planning

Successful retirement planning is about creating a realistic plan for two distinct phases of your life. First, your working years, when you are accumulating your wealth. Second, the years after your last paycheck, when your income depends on that accumulated wealth along with other sources.

Estate Planning

Simply stated, estate planning is a method for determining how to distribute your assets during your life and at the time of your death. It is the process of developing and implementing a well conceived plan that facilitates the distribution of your assets after your death according to your wishes

Tax Planning

Every year there seems to be a myriad of changes in the tax laws and this is a challenge for many clients. We are ever mindful of your unique circumstances and the ways evolving tax laws will impact your investments and estates. Tax planning is a necessary and integral part of all of our services. As such, we will coordinate with your accountant and attorney when necessary.

 Risk Management

 We will advise you on how to minimize financial and other risks to your assets. If necessary, we will recommend the appropriate insurance or other solutions to allow you to feel confident about your financial future.