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Where Your Retirement Plan Takes Shape

What We Do

Designing a retirement plan from the ground up can be difficult, but with our holistic approach, you can have confidence in the security of your financial future.

You deserve to work with a team who understands your values, respects your vision, and provides a clear plan to bring them to life. Let’s see how we do that for you.  

Services Offered

Financial Planning

Financial Planning is our foundational service. We follow the 7 Step Financial Planning Process from the CFPⓇ Board of Standards. For you, this means that our team will do the following.

  1. Understand your personal and financial circumstances.
  2. Identify and select your goals
  3. Analyze your current course of action and potential alternatives.
  4. Develop personal financial planning recommendations.
  5. Present those recommendations to you.
  6. Implement your tailored financial planning strategy.
  7. Monitor progress and update as needed.
Financial planning offers numerous benefits and opportunities to use your wealth in a way that is true to you. Below are key reasons financial planning will impact your life.

Why Financial Planning?

  1. You gain a full view of your  financial life.
  2. You find answers to your most pressing financial questions, especially retirement planning, Social Security planning, tax planning, investment management and charitable giving.
  3. You have access to a client portal that enables you to organize all your financial matters in one place. 
  4. You create a clear and integrated approach to financial decision making.

Investment Management

Our investment philosophy is based on low-cost, balanced risk, and long-term growth. This means you will see us recommend low-cost ETFs and mutual funds with the occasional individual bonds. Quality investment custodians are a top priority and we will recommend one of the following: Pershing, Betterment, or Schwab.

Why Partner Your Investment Strategy With Us?

  1. Low investment fees
  2. Tax-efficient strategies including asset location and detailed tax documentation
  3. Enhanced risk optimization
  4. Simple account set-up and management
  5. Confidence as your account is examined by a Fiduciary 

Tax Planning and Preparation

Tax Planning and Preparation is a crucial part of your financial health, so we offer this service to our ongoing investment management clients at no additional charge.

Why Tax Planning Benefits You

  1. Taxes touch every aspect of your financial plan: income, investments, charitable giving, and more. A strong plan can save you thousands of dollars every year.
  2. Our team completes an overall tax planning analysis for the current tax year, giving you a clear sense of what you owe.
  3. We implement proactive tax planning strategies for all upcoming tax years to build up a strong tax plan for years to come.