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We are a fee-only, fiduciary, comprehensive financial planning and investment management firm that helps individuals and families with all stages of life. Whether you’re looking for help with retirement, investment management, paying for college, cash flow and budgeting, insurance and risk management, business consulting, or estate planning, we can help. Below is an overview of our services. Please feel free to contact us at anytime for a free, no pressure, no obligation consultation about your situation, concerns, and goals.
Stay on top of your financial life with our innovative Client Dashboard. This powerful tool gives you an easy-to-read picture of your current finances, allowing you to see all of your investments, bank accounts, credit cards, and mortgages in one place.
Our investment services provide comprehensive and cost-effective solutions for investors seeking long-term growth and diversification. We employ a prudent, disciplined approach that combines strategic and tactical asset allocation using low-cost index funds to maximize returns while minimizing risk.
Our tax planning services go beyond minimizing taxes for a single year. We take a comprehensive, long-term approach to help clients reduce their tax burden over their lifetime, considering factors such as retirement needs, investments, and estate planning. Since taxes are one of the largest expenses over a lifetime, tax optimization helps to ensure financial security and maximize wealth accumulation.
Our estate planning and stewardship services help you protect and preserve your assets for your loved ones' benefit. We offer personalized plans, including wills, trusts, powers of attorney, and charitable giving. We provide ongoing stewardship to ensure your plan remains up-to-date and is properly executed.
Our insurance and risk management services deliver tailored solutions to protect your assets and financial well-being. Through comprehensive risk assessments, customized insurance strategies, and expert policy evaluation, we mitigate potential risks to your financial security.
Cash flow and budget tracking services provide insights into your current financial situation so that you can optimize spending and savings. Knowing where your money goes on a regular basis is key to achieving your goals and aligning your money with your values and priorities.
Our college planning services help families navigate the complex process of preparing and paying for higher education. We provide comprehensive guidance and strategy on how to lower the cost of college, even if you make too much to qualify for financial aid, so that you can put your kids through school without too much debt or having to sacrifice retirement.
