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Individual & Family Financial Planning

Client-centered approach to working toward achieving financial freedom.

We don’t believe in investment minimums. We work with clients throughout their financial lives, providing financial planning, investment management, or both.

INVESTING

A holistic approach to wealth accumulation is imperative, even if retirement is still many years down the road. We will help you identify your needs and create a financial plan that can withstand the fiercest market conditions. Confidence in your investments will allow you to enjoy your golden years without the stress of potentially outliving your assets.

  • IRAs (traditional, Roth, SIMPLE, SEP)
  • Annuities (variable, fixed, indexed)
  • Brokerage Accounts (mutual funds, bonds, stocks, ETFs, alternatives)
  • Advisory Accounts (mutual funds, bonds, stocks, ETFs, alternatives)

EDUCATION FUNDING

The college landscape has changed dramatically over the years. So have the strategies for planning and paying for college. We are current on the rules surrounding educational tax credits, education savings vehicles, and how to develop a tailored education funding strategy. 

  • Section 529 Plans (college savings & prepaid tuition plans)
  • Custodial Accounts (UGMA, UTMA)
  • Coverdell Education Savings Accounts

LIFE, DISABILITY, & LONG TERM CARE INSURANCE

Insurance is one of the most effective ways to leverage dollars and plan for the “what ifs” of life. Individuals who may have a need for insurance are those who have recently married, had a child, or purchased a home or business. Insurance is also instrumental in a comprehensive wealth management plan.

  • Life Insurance (whole, variable, term, universal)
  • Disability (short term, long term)
  • Long-Term Care (traditional, hybrid life/LTC policies)

LEGACY & GENERATIONAL PLANNING

You have worked hard to accomplish your goals and provide for your family, and now want to help to ensure that your loved ones are taken care of for generations to come.  We help you design & implement legacy and estate planning strategies, bringing in top attorneys and tax advisors as needed.

  • Charitable Gifting Strategies

Planning for Business Owners

Successful businesses have comprehensive financial plans. Our experienced professionals can help you increase employee satisfaction and retention, decrease tax liabilities, and ensure a robust retirement.

Second Opinion Services

Even the most well considered financial plan needs adjustment and review. Our experienced team can review your current financial plans and help you identify areas for improvement.

Schedule a call today and start the journey toward financial freedom.

Schedule a Call