- Tax ServicesWe offer a complete range of tax preparation services for our clients. This allows us to verify and modify the tax strategies that may be in your plan. Many clients plan for an annual strategic review and evaluation of their current financial decisions.
- Investment ManagementAsset management is a way to maintain or accumulate wealth with a low risk level. To accomplish this objective, we integrate active portfolio management with a commitment to after-tax strategies across all appropriate asset classes. We work closely with you to design and manage a strategy that compliments financial decisions in all areas within your specific investment objectives.
- Retirement PlanningHaving the ability to retire comfortably and free from financial pressures remains the main issue for our clients. Resource flexibility is a must for an enjoyable retirement. The implementation of a retirement plan could even start when you first begin saving.
- Long Term CareMost people assume long term care planning is for those who are not “asset independent” or wealthy. We disagree. We feel the purpose of planning in this area is to establish the best level of care possible without a reduction of lifestyle. Then, because a level of care has been established that is not dependent on a specific asset or asset level, options are only limited by your desires.
- Asset Management
- College FundingCollege funding needs to be integrated with all areas of the financial decision making process because it can affect all future available resources. We can help you evaluate different funding options in relation to your current situation and all of your future goals.