Our Services




We Build Personalized & Comprehensive Financial Plans - This includes:

  • A personal written financial plan - clearly showing you your funded ratio

  • A Client Engagement Roadmap See Example

  • Multiple Scenarios Results Page

  • Recommendations addressing investment needs, estate issues, tax efficiency and risk management

 

Portfolio Management:

  • We provide a discretionary portfolio management approach so clients can focus on other important areas in their life

  • We also provide fee-based portfolio management where clients are involved in regular decision making

 

Retirement Preparation Planning:

  • We will work with you to create a retirement budget

  • We will help you to make the most of your retirement

  • We will help you sell your business or help you understand your options when leaving your company

 

Will & Estate Planning:

  • We will help you create your estate plans by working through a comprehensive Estate Planning process

  • We will work with your lawyers (or introduce you to lawyers) who will create a structure for your wishes to be realized

  • We will help you determine the best executor to administer your estate

  • We will regularly review your estate plans to ensure your wishes will be met

 

Insurance Planning:

  • We will work closely with you and our team of insurance specialists to determine your insurance needs

  • We will then review your existing insurance

  • We then provide prudent recommendations that will ensure you are properly insured

  • We will regularly review your insurance to determine if it still fits your need

 

We Will Meet with You Regularly to Review:

  • Your Personal Financial Vision

  • Your Engagement Roadmap

  • Key Recommendations from Your Financial Plan

  • Your allocation of Cash, Fixed Income and Equities to ensure they are meeting your needs and goals

 

Detailed Reporting via Quarterly Statements:

  • Simple and concise reports

  • Asset Allocation

  • Performance

  • Listing of Securities

 

Philantrophy:

  • Determine how to donate now and through your estate

  • Charitable giving - in-kind

  • Set-up a charitable trust - for continued giving

 

Coordinate services with your other professionals:

  • We will help you be prepared to meet with your accountant, lawyer, banker, general insurance broker and your other financial professionals

  • We are also happy to introduce you to our most trusted circle of professionals that many of our clients already use.

 

Please Contact Us Today To Learn More About What We Can Do For You