01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Services
Investments
Focusing on the growth and management of your portfolio...
- Prepare an Investment Policy Statement (IPS) to signify your goals and expectations
- Establish how and how much to save to reach financial goal
- Monitor investment performance compared to investments in the same class
- Actively manage and rebalance your portfolio to help reduce risk
Protection
Making sure that the plan we create can protect current and future assets...
- Review and analyze your financial position
- Identify any risk exposure and recommend solution(s)
- Assist in the implementation of a financial plan
Retirement Income Planning
Strategizing to make sure you’ll have enough to live comfortably...
Everything you do – from planning the education and designations you'd like to acquire, to starting a career and managing your career progression – is done in the hopes that you and your loved ones can have a better life. But in all your planning, have you remembered to plan for life after work?
Taxes
Maximizing what you earn by minimizing what you owe...
- Recommend and implement tax strategies to minimize your taxes
- Consult and coordinate your financial plan with your CPA/Tax Preparer
- Track cost basis for easier tax preparation
Financial Planning
Strategizing to make sure you'll have enough to live comfortably...
- Develop, refine, implement, and monitor your retirement income plan
- Assist you in selecting investment options with your 401(k), 403(b), or another retirement plan
- Provide guidance to see that your retirement income and assets last a lifetime
- Determine how much to withdraw and the order of accounts to withdraw from
Women in Transition
Strategizing to make sure you'll have enough to live comfortably...
From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize. And through it all, women often juggle several balls simultaneously, doing the best they can, while often hoping for the best. However, LIFE HAPPENS, and that’s why we’re here to help women navigate through all of those transitions safely and securely.
