From Planning to Achieving
Our work together begins with a comprehensive plan that will address some or all the following.
Accumulation
Striking a balance between the demands on your resources today with achieving your long-term goals, we help you navigate what can be competing objectives:
- Portfolio design and investment management
- Current cash flow demands
- Saving for college
- Survivor income needs and risk management
- Income tax reduction or deferral strategies
- Allocating your 401(k)/403(b) plan
- Non-qualified deferred compensation plans
Retirement Income Planning
We consider every aspect of retirement income planning to maximize your life’s work:
Distribution strategies
Protecting assets and lifestyle
Social Security maximization
Qualified plan optimization
Estate – Charity – Legacy
Legacy means different things to different people. For some it’s protecting family and for others it’s “giving back.” For many of our clients, it’s both. We help you create a legacy that reflects your values. Get strategic about:
- Asset protection
- Estate tax reduction or elimination
- Equip your heirs for responsible stewardship
- Impact charities in perpetuity
Business Owners
Owning a business—we live it every day, and advise others on this important responsibility and privilege.
Key employee retention
Fringe benefit maximization
Succession planning
Getting your value out of this important asset
