Personal Finance & Investment Management
Our service begins with creating a comprehensive financial plan tailored to your life and goals, which serves as a roadmap for your future financial decisions. We combine this with an in depth understanding of tax strategies to maximize the potential of the decisions you make. We don’t throw this together in one day, but rather take the time to gather all of the relevant information to build your plan with accuracy and detail. This may require 3-5 meetings over the course of a few months but I would rather spend the time to show you accuracy which in turn provides you with confidence in my recommendations and your decisions.
After we create your initial plan together we will work closely throughout our relationship. Typical areas in which we provide ongoing advice include:
Equity Compensation Planning
Social Security & Medicare Analysis
Assess Health insurance and employee benefit options
Retirement portfolio withdrawal approach
Annually project and adjust tax withholding elections
Retirement contribution type election & drawdown strategies
Roth conversion strategies
Revise P&C insurance coverages
Choose pension payment time & type
Evaluate debt & propose options
Conduct risk tolerance, preference and capacity assessments
Review and update estate documents and beneficiary forms
Financial plans evolve just as your life and goals change. A major life event such as a marriage, having a child, starting a business or landing a new job often warrant adjustments to your long-term plan. Even moving to a different state or changing your mind about certain goals may require reassessing estimated expenses and adjusting your savings accordingly.
Our approach helps you take control of your finances and enjoy the freedom that comes from knowing that you have a plan to navigate the unique challenges along the way. From personalized retirement planning and tax strategies to college funding and investment management designed to grow and protect your wealth. With us, you gain a dedicated partner in reaching your financial goals.
Financial Planning
Investing can seem incredibly complex to many people and we agree that it is. There is so much jargon and information available that it can be difficult to understand what to make of it.
Because of this, it's important to be intentional about your investing and have a clear philosophy behind it. We provide a clear strategy and disciplined approach, we will help ensure that your investments are on track with your financial plan in a way that you can understand.
Read more about our Investment Philosophy.
Investment Management
