WEALTH MANAGEMENT

We have in-depth experience in financial planning and investment management, but we also bring in professionals with experience necessary for a successful wealth management plan.  We will also work with any professionals with whom you already have a relationship. 

Retirement Planning 

• Lifestyle Review
• Risk Review 
• Pension and/or Social Security benefits analysis 
• Retirement account assessment 
• Retirement income plan 
• Beneficiary review 
• Healthcare/ Medicare planning 

​
Family Needs Planning 

• Education planning 
• Special needs child assessment and planning 
• Planning for support of aging parents
• Domestic partner planning 

​

Insurance & Liability Management 

• Goal Protection 
  • ​Life insurance 
  • Long-term care​
• Income Protection 
  • Disability insurance 
  • Business overhead insurance 
• Liability Insurance 
  • Umbrella coverage 
  • Keyman insurance

STRATEGIC PARTNERSHIP SERVICES

Business Succession Planning 

• Business needs review
• Cash management and capital needs assessment 
• Business valuations 
• Succession plan documents 
• Succession plan funding

Estate Planning 

• Wills 
• Durable Power of Attorney (POA) for Healthcare/ (POA)-Living Will 
• Trusts 
• Gifting 
• Charitable Gifting 
• Asset Titling 
• Estate tax funding 
• Family dynamics/ family meeting