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We believe financial planning is more than just numbers and investing. A financial plan should encompass your values, your goals, and your legacy.

Personal finance should be personal. And that’s why our fiduciary financial planning services are always tailored to your unique needs while focusing on the human side of finance.

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Our team of financial planners are experts in helping you prioritize your life goals to achieve the financial peace of mind you’re looking for. Unlike many other financial advisors, as a fiduciary financial planner, we succeed when you succeed.

Are you on track to achieve your financial goals?

The Financial Planning Process

  1. 1
    Establish your financial goals and priorities
  2. 2
    Organize all aspects of your financial life
  3. 3
    Analyze your financial situation and resources
  4. 4
    Develop and discuss your financial recommendations
  5. 5
    Implement a plan of action to achieve your goals
  6. 6
    Review your progress and adjust your plan accordingly

Financial Forecasting

We think it’s important that you know the long-term impact of the many important financial decisions you are considering today. But how, there’s no crystal ball. Our team of Certified Financial Planner™professionals blend personalized service with smart technology to help organize your financial life and illustrate a clear path to achieving your goals. We’ll help you develop a plan so you know where you’re headed and the path to get there. We accomplish this by using:

  • Cash Flow Projections
  • Net Worth Tracking
  • Financial Security Stress Testing
  • Retirement Success Analysis
  • Estate Planning Flow Charts

Investment Planning

Asset allocation and modern portfolio theory are the foundation for a successful investment plan. Efficient portfolio design should reduce costs and utilize a diversified mix of investments across different asset classes. Our team of Chartered Financial Analyst® portfolio managers can help you develop a custom investment plan tailored to your financial goals. We have access to a myriad of investment options including:

  • Stocks
  • Bonds
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Alternative Investments

Tax Planning

No one should have to pay more than their fair share of taxes. And with tax laws constantly in flux, it’s becoming more difficult to plan ahead while taking them into account. That is why we collaborate with your CPA and team of trusted tax advisors to develop sound tax strategies that are in your best interest. Proactive tax planning will align current cash flow needs with long term financial goals to identify opportunities for deferring, reducing and mitigating certain tax liabilities. We help plan, using these and other methods, to align your best interest with the tax code:


  • Retirement Savings Tax Strategies
  • Charitable Giving
  • Tax Loss Harvesting
  • Tax Diversification
  • Roth Conversions

Maximize Employer and Business Owner Benefits

Whether you own a business or are employed by one, we can help you navigate important decisions to maximize your group benefits. Not all employer benefit plans are created equal and you should only utilize what’s best for you. Financial planning can help you maximize:

  • Retirement Savings Plans and Pensions
  • Stock Options and Awards
  • Deferred Compensation
  • Healthcare Benefits
  • Group Life, Disability and Long Term Care

Risk Management

We work with families and businesses across the country, so we’ve seen first-hand how important it is to protect your loved ones and all that you’ve worked hard to achieve. We can help you identify vulnerabilities, evaluate current coverage and compare options to mitigate risk. We make sure that your insurance decisions make the most sense for you and your financial goals. Your financial plan will consider some of these options:

  • Property and Casualty Insurance
  • Term Life Insurance
  • Whole Life & Universal Life Insurance
  • Group Insurance Benefits
  • Long Term Care Insurance
  • Disability Insurance

Legacy Planning

Your life, your values, your legacy. Your comprehensive estate plan should protect your family and provide direction to loved ones consistent with your wishes. But what is the best way to ensure that happens and to convey that information? We collaborate and work closely with your estate planning attorney and other trusted advisors to design a holistic estate plan which actualizes your wishes. These are some of the tools you may want to consider:

  • Living Trusts and Wills
  • Power of Attorney Documents
  • Health Care Directives
  • Irrevocable Trusts
  • Charitable Donations and Bequests


Charity is a very personal thing. Many of our clients are major donors to various community and national organizations. It’s your choice to support causes aligned with your values and we can help. You have the power to make an impact with your time, your influence and your financial resources. Working together, we can develop your holistic financial plan to achieve important philanthropic objectives aligned with your financial goals. There are numerous opportunities in philanthropic giving including:

  • Donor Advised Funds
  • Charitable Trusts
  • Gifting Appreciated Assets
  • Endowments
  • Planned Giving

As you can see, there are many aspects to developing a comprehensive financial plan. The financial planning process is personal, it’s your unique plan. We’d like to share with you how we help our clients achieve financial success, it all starts with building your financial life plan today.