Services

01.

Develop Mission Statement for Your Money

Make sure your money is working towards the right objectives.

02.

Advanced Retirement Planning

You can do better than the “4% rule of thumb

03.

Portfolio & Investment Analysis

Get out of the spreadsheets and let an expert handle them.

04.

Ongoing Investment Management

Don’t stress about whether you need to make a change to your investments, let an expert guide you.

05.

Income Tax Planning

Find opportunities to reduce your taxes.

06.

Retirement Income Planning

Savvy planning can reduce the amount of taxes you pay in retirement, as well as reducing the tax burden on your beneficiaries

07.

Tax-Efficient Investing

The investment strategy and investments you choose play a large role in how much taxes you pay in retirement.

08.

Asset Location Monitoring

Being smart about where you place assets in your different types of accounts can lower your taxes.

09.

Tax-Loss and Gain Harvesting

These strategies can reduce your taxes.

10.

Management of Retirement Income

Your life will evolve in retirement. Get guidance on how changes in your life will impact your spending.

11.

Long-Term Care Planning

Don’t miss risks that can torpedo your retirement plan.

12.

Insurance Needs Analysis

Optimize your insurance coverage to protect yourself while minimizing payments.

13.

Estate Planning Review

This won’t help you, but your beneficiaries sure will thank you!

14.

Charitable Strategy Planning

Maximize the tax benefits from your charitable giving.

15.

Collaboration with Professionals (Attorneys & Accountants)

Make sure the right hand is talking to the left. Get out of coordinating meetings and live your life.

16.

Employee Benefit Planning

When was the last time you checked your benefits? Make sure you are maximizing what your employer offers you.

17.

Education Funding Planning

Ensure the money is there when your children need it.

18.

Net Worth & Cash Flow Review

Feel confident and in control of your finances.

19.

Social Security Guidance

Choosing the wrong time to begin social security benefits can cost you $100,000+ over your lifetime.

20.

Home Equity Advice

Using your home equity correctly and at the lowest cost can save you thousands of dollars, as well as increasing your wealth.

How to Get Started

The process is simple

Step 1

15 Minute Call

A quick call to see if your needs match our expertise. If we aren't the right fit, I'll make sure to introduce you to a firm who is.

Step 2

Listen

A 1 hour meeting to clarify your goals, concerns, and current situation. Our job is to listen and ask thoughtful questions, so be prepared to talk!

Step 3

Create

We create an Optimum Retirement Plan (ORP) for you.

Step 4

Execute

We execute the Plan together.