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Families & Individuals

Your Individual Needs

We have worked with individuals and families for 40 years, and we currently work with many of the children and grandchildren of our clients. We provide each individual and family with concierge-level service and personalized attention.

Comprehensive Financial Planning

Comprehensive Financial Planning

Our goal is to help you reach your goals. We work with our clients to help give them greater confidence in their pursuit of financial independence.

  • You will appreciate the importance of focusing on more than just retirement, but rather your overall goal of financial independence.
  • You can count on us to serve as an experienced sounding board to help stress-test the many financial decisions you face.
  • We provide comprehensive and personalized planning with concierge-level service to support your individual financial needs and personal goals.

Estate Planning

As you grow your wealth, you will want to ensure that your financial situation is secure for yourself and your family. Estate planning allows you to solidify your desires, even after your gone.

<strong>Collaborative Approach</strong>

Collaborative Approach

We work with your other professional team members to create a comprehensive plan.

<strong>Personalized Planning</strong>

Personalized Planning

Your estate planning is highly personal, so we take the time to understand your needs.

<strong>Eases Transition</strong>

Eases Transition

Estate planning can help create a smooth transition of wealth from one generation to the next.

<strong>Reduces Burden</strong>

Reduces Burden

We can work together to reduce tax and debt burden to your heirs with estate planning.

Retirement Planning

Retirement Planning

Wherever you are in your life stage, the time will come when you will want to spend more time enjoying life and less time working. We can help you as you strive to grow your wealth today and draw your income most efficiently during retirement.

  • Accumulation Phase
    During your accumulation phase, we work together with the aim to help you build your retirement fund.
  • Distribution Phase
    We will use income modeling and other strategies to help manage your savings with an eye toward creating lifetime income.

Retirement should be a time of joy, not a source of stress and anxiety. We can help you plan for the lifestyle you desire in retirement.

Investment Planning

Your goals and desires are unique. Your investment strategy should be personalized, too.

We recognize that you are unique with distinct needs. That’s why we are committed to building you a comprehensive and personalized portfolio that allows you to pursue your objectives while staying within your risk comfort zone.

Insurance Planning

As your wealth grows, you will want to do all you can do to protect it. We will tailor your financial plan to prepare for the unexpected, Your plan could include preserving your estate with long-term care insurance, building a protective cushion with life insurance, and combining protection and tax-advantaged growth opportunities with annuities. We will help you protect your ability to reach your goals.

Let us know how we can help you reach your financial goals.

Thank you!