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“Navigating the financial complexities of decision-making and problem-solving”

The wealth planning process is an in depth look at a client’s financial needs, goals and issues. The work done with the client and the planner sets the stage for the greatest possibility for the client to reach his or her financial goals in the near and long-term.

Following the Certified Financial Planning (CFP) Board of Standards process, we help develop, implement and monitor a comprehensive strategy with a series of meetings and discussions where we analyze a client’s current situation, review their financial needs, goals and issues and outline specific steps to help the client achieve their goals.

Focusing on goals and objectives, investments, tax issues, insurance needs, wills and estates and retirement planning, we have developed a process that has helped our clients get the work that they need to get done to help them have confidence and clarity for their financial future.

Custom tailored Investment Solutions

  • Active Portfolio Oversight
  • Portfolio Protection
  • Cash Flow Management & Budgeting
    • Checking Accounts
    • Securities-backed lines of credit
    • Expanded FDIC Insurance on Cash Assets
  • Retirement Planning
  • TaxSmart Investment & Guidance
  • Risk Evaluations
  • Asset Allocation
  • Portfolio Protection

Advanced Planning

  • Wealth Enhancement
    • Tax & Cash Flow Planning
  • Wealth Transfer
    • Estate Planning Knowledge & familiarity with family structure
    • Legacy Building
    • Charitable Planning
      • Consult on Philanthropic Desires
  • Wealth Protection
    • Risk Mitigation
    • Legal Structures & transferring risk to insurance companies

Relationship Management

  • Collaborate with your current team of attorneys, CPA's, business managers, etc.
  • Utilization of our network of experts as an added resource
Check the background of this firm on FINRA’s BrokerCheck.