Maximize Your Wealth and Its Impact for Decades to Come

Many individuals come to us around the middle of their careers, when they have reached an inflection point of comfort and stability in their lives. These clients have often paid off student loans and are progressing in their careers, but are unclear on the recommended next steps to put themselves and their families in the best financial situation possible.

We help individuals like you get organized and find a suitable balance among the things you value, like saving for education, upgrading your home or lifestyle, and planning for retirement. In your busy day-to-day life, it may feel overwhelming with so many decisions to be made, but we can make investing in your future feel easier.

Below are some of the services mid-career investors have found valuable.

Strategic Asset Management

You can rest assured that you and your money are taken care of when you use our full service offerings. When your needs change, we work closely with you and adjust your strategy to prepare for capital protection, asset growth, business succession, retirement and more.

Retirement Planning

Start early on your retirement planning by developing a wealth accumulation plan with us, based on your specific goals and objectives. As you approach and enter retirement, we guide you on critical decisions and implement a strategy that will secure your financial vitality permanently.

Education Planning

There are many options for you to consider as you plan for the education costs of your child or grandchild. We can help you take advantage of investment vehicles such as 529 college savings accounts and specialized trust vehicles to support your goals.

Estate Planning

Estate planning helps ensure that your assets are designated for the use you have intended. Our assistance may include forming trusts and family partnerships, working with your attorneys and tax professionals to select the right structure and asset flow for your personal situation.

Charitable Giving

You may want to give to your favorite charitable trusts, private family foundations, community foundations, or donor-advised funds. Utilizing outright gifts, will or trust bequests and beneficiary designations, we’ll help optimize the way your wealth is shared with others.

Risk Management

Many people don’t consider the need for insurance and how it can impact their wealth. If you want quality insurance alternatives that offer a layer of safety for you, your family, your business, or your organization, we can help.

Financial Transitions

Our Certified Financial Transitionists (CeFT), have specialized training in financial planning and wealth management in the face of personal transition including divorce or death of a spouse. We employ an array of specific strategies, processes, and services to help make your situation less stressful and more productive.

Tax Planning

Wealth management and tax planning are interrelated and should be treated so. With our team’s guidance, you can put yourself and your family in a better position to meet your future goals by implementing a strategic tax strategy.

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