What We Do

Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client's long-term success -- several of whichpresent opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes.

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Investment Oversight Service


  • Reviewing your investments and designing a personalized portfolio appropriate to your needs.

  • Year-long, continual monitoring of your investments.

  • Quarterly, semi-annual or annual meetings to review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you.

  • Quarterly Statements

  • Independent Advice

  • Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s.

  • Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state of the investment markets.

  • Analysis of your income needs now and in the future.

  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living.

  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs.

  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA.

Family Wealth Planning


  • Analysis and creation of your current estate plan and concerns.

  • Integration of Estate Plan with your Financial Plan.

  • Assistance in transferring assets to your Trusts & other planning vehicles.

  • Providing guidance with the appropriate and necessary steps in the event of legal changes and/or the death of a loved one.

Tax Reduction Planning


  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies.

  • Quarterly review of your tax situation and planning to incorporate any new tax law changes.

  • Complimentary consultation with your tax preparer.

  • Recommendations of tax solutions including tax advantaged investments.

  • Staying up-to-date on and presenting new tax laws that can affect your situation.

Consistent Communication


  • Quarterly Newsletter to keep you apprised of the most current planning options.

  • Quarterly, semi-annual or annual reviews.

  • Special reports on how to help reduce your taxes and other important topics.

  • Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)

Quarterly Economic UpdateFree Download