Broker Check

Individuals & Families

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Develop strategies to accomplish your life plan
  • Discuss tactics to maximize your estate and minimize your taxes
  • Meet with your attorney
  • Annual projections of wealth preservation plans for your family
  • Provide guidance with the appropriate and necessary steps in the event of the death of a loved one

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Meet with your tax preparer
  • Recommend tax solutions including tax advantaged investments
  • Keep you informed of changes in the tax laws and how they affect your situation

Investment Services

  • Review your investments and design a personalized portfolio appropriate to your needs
  • Continuous monitoring of your investments
  • Quarterly meetings and statements to review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
  • Review your employer retirement plans, such as 401(k) or 403(b), and provide you with investment recommendations in line with your plans and objectives.