Available Investment Management Services
Investment strategy review Online access to investment holdings
Review of goals, objectives, and changes affecting risk Tax mitigation strategies
Portfolio construction and rebalancing Investment education and strategy review
Recommendation for assets held away Review of “lifeboat” adequacy and suitability
Available Financial Planning Services
Distribution strategies Trust and estate planning strategies and review
Retirement planning strategies Business and succession planning
Cash flow and savings planning Employment benefits review
Debt elimination Retirement plan coordination
Annual tax analysis Coordination with other professional advisors
Net worth analysis – Legal: Estate planning, business, charitable, family
Education planning strategies – Accounting: Taxes, trustee, business structure
Charitable giving strategies – Insurance: Property and casualty, individual and group medical, life, disability, long-term care
Insurance planning strategies – Real estate: Property transactions, mortgage financing
Implementation of agreed-upon financial planning strategy recommendations


Our integrated process combines all aspects of investing and financial planning into one cohesive strategy.  By combining tax-efficient strategies, as well as estate, wealth transfer, and insurance planning, we develop a comprehensive picture of the client’s financial situation and implement a plan to help them achieve what’s most important to them.