What We Do

By understanding your complete financial picture, we develop a deep understanding of what is required to help you achieve your goals.

To make your life easier, we offer additional services that allow you to stay organized, updated, and prepared.

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We’re a full-service, independent advisory firm dedicated to helping you meet and potentially exceed your financial goals at every stage of your life.  First, we approach every relationship with a long-term vision.  Then we collaborate with you to develop a sound financial plan.  Finally, we make any recommendations.

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What We Do

Different life stages require different needs:

Financial Goal Planning

You may have specific financial goals, but do you know how to reach them?  We help you identify your financial goals, as well as the steps needed to reach them.  Any recommendations we make always have these goals in mind.

Investment Asset Management

As Investment Advisor Representatives, we manage your assets based on your individual goals, objectives, preferences and tolerance for risk.  As your particular situation warrants, we may manage your portfolio for a fee or hold investments outside of a managed portfolio.

College Funding

When reviewing finances, we may need to balance your shorter term college savings goals with your longer term retirement needs. We help you explore options for college funding including identifying the best 529 tax-advantaged savings plans for your family.

Income Planning and Analysis

You may experience a retirement of 20 to 30 years (or more).  This makes identifying predictable sources of income a priority. We work to identify predictable sources of income and develop a retirement plan customized to your specific circumstances.

Tax Efficient Real Estate Liquidations

You may be ready to sell your business, your investment property, or your second home. We facilitate 1031 exchanges to help minimize the tax burden and maximize the dollars retained on real estate sales.  Whether you seek to maintain the traditional landlord role on a new property through a 1031 exchange or you want to pivot to an investor role using a 1031 DST, we should be able to help you.

Tax Planning

When you retire, some income (such as Social Security benefits and required minimum distributions) is taxable.  You worked hard for your money and want to keep as much of it as possible.  We structure your assets to minimize future tax implications.

Social Security Analysis

One of your most important decisions is when to apply for your Social Security benefits.   The lifetime, inflation adjusted income promised by Social Security makes it one of your most significant assets.  We help you answer questions such as when to file, tax implications of Social Security benefits, spousal benefits, and more.

Estate & Legacy Planning

The ultimate goal of estate planning is to transfer assets to your beneficiaries with the least financial and emotional impact possible.  We work with your attorney, or one of our recommended attorney’s, to help implement and coordinate your estate plan with your investments.

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