Services
Your personal CFO
- Written financial plan
- Two formal meetings per year
- Complete financial assessment
- Prioritize and set financial goals
- Referrals and assistance with CPAs and attorneys
Investment management
- Regular investment reviews
- Consolidate and simplify accounts
- Review existing 401(k) and IRA’s
- Online consolidated accounts
Wealth management
- Retirement income planning
- Estate and charitable planning
- Long term care planning
- Maximizing social security
- Insurance planning
Business services
- Succession and retirement planning
- Key executive benefits
- Deferred compensation
- Exit strategy planning
- Business valuation & succession
Helping you and your family
- Multi-generational legacy planning
- Insurance audit reviews
- Trust services
- Client educational events and seminars
Safeguarding & due diligence
- Regulated by both SEC & FINRA
- 3rd party compliance and oversight
- 3rd party investment managers
- 3rd party investment custodians
- Insurance company due diligence
- Disaster protection plan in place
- Unbiased investment research