Retirement Planning

Making the most of your retirement options - employer-sponsored retirement plans, IRAs, etc. Determining your “independence calculation,” how much you need to retire comfortably. Monitoring your “critical path” and making strategic wealth management decisions regarding your assets before and during retirement.

Tax Management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management

Reviewing existing insurance policies, recommending coverages and policy changes when appropriate.

Education Funding

Recommending investment and accumulation strategies to help you pay or contribute for education needs.  Monitoring the “critical path” and making appropriate adjustments to stay on path.

Investment Planning

Determining your asset allocation and dedication needs. Helping you understand your risk and exposures. Recommending the appropriate investment vehicles at a minimum cost to help you reach your goals.

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