What We Do
Financial Planning & Wealth Management
How do you know you have the right answers, if you have never been asked the right questions?
Are you inspired by your current financial plan? We help you know where you are relative to where you want to be.
Do you know what has to happen for your life's goals to be set in motion?
When change happens, and we know it will, we are right there for you to help with the unexpected.
Our process starts with four steps but lasts a lifetime
We are more than financial planners and investment advisors. We are goal planners and life advisors. We work tirelessly not just to grow your wealth, but to preserve and utilize it in ways consistent with your unique lifestyle and objectives.
That’s why we have created our Wealth Clarifying Process. It is a proprietary four step process for aligning your financial plan with your life plan – a plan built from the ground up. This is achieved by using our proprietary Discovery Board – a specialized tool that gives your financial map clarity and guidance.
Our Wealth Management Services
- Investment management
- Financial independence modeling
- Retirement and distribution planning
- Estate planning and wealth transfer strategies
- Asset allocation and custom portfolio design
- Risk management and asset protection strategies
- Tax minimization strategies and tax efficient portfolio design
- Philanthropic planning strategies and enhancement