Overview

E007320[1]

Did you know financial decision making is often one of life’s highest stresses?  When customizing a financial plan, a variety of opportunities exist.  A trusted partner can help select the right tools and services to help protect your assets.

Investment Management
Throughout the various stages of your life, your financial needs change and evolve.  Your investments will be diversified with an asset management strategy realistically aligned to your financial aspirations.  We consider the full picture from liquidity needs to tax implications.  Your investment objectives, time horizon, and risk tolerance will drive your asset allocation and help determine what we deem to be the right balance for you.

Retirement and Transition Strategies
Is retirement on the horizon?  Maybe you have recently transitioned into a more lucrative career or came into an inheritance.  Actively planning during financial transitions can be one of the most important choices you'll ever make.  Well-thought-out life cycle management requires in-depth planning.  We'll assess your current position with respect to your unique needs and goals and then help put you on the investment path to potentially realizing them.  The right plan gives you financial confidence so you can focus on what’s to come.

Insurance/Risk Management
Insurance strategies are essential to help protect your financial future and your loved ones.  The strategy we build for you may include many different components such as whole or term life, long-term care, disability, annuities, and other types of coverage.  We can help tailor a plan to implement coverage and protection.

Socially Responsible Investing
Most of our clients are concerned about their legacy.  For some, this means proper estate planning for the sake of their family.  For others, this concern extends beyond family to include the environment, social issues, and/or a desire to influence corporate citizenship. 

Fortunately, it is less and less the case that one needs to choose between portfolio performance and socially responsible investing.  It really comes down to becoming educated about the possibilities and tools that are available for investing with your values.  Since this is a quickly growing field, much of our time is spent keeping up with this investment world.   We can customize a portfolio to reflect the issues that are of concern to you.