Our Services
We serve individuals and businesses in all areas of financial management, including:
Retirement planning
- Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Tax management
- Looking for ways to help reduce your current and future tax burden.1 Referring you to qualified tax specialists.
Estate planning
- Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs.1 Coordinating with your tax and legal advisors.
Risk management
- Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Education funding
- Recommending investment and accumulation strategies to help you pay for your children's education.
Investment Planning
- Determining your asset allocation2 needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
Employee and executive benefits
- Helping your business attract and retain qualified employees through benefit packages.
1 Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.
2 Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.