Financial Planning Services

Your Personal CFO

• Written financial plan
• Four formal meetings per year-in person and phone conversations(minimum)
• Complete financial assessment
• Prioritize and set financial goals
• Referrals and assistance with CPAs and attorneys
• Assistance with property and casualty insurance

Investment Management

• Regular investment reviews
• Consolidate and simplify accounts
• Review existing 401(k) and IRA
• Online consolidated accounts

Wealth Management

• Retirement income planning
• Estate and charitable planning
• Long term care planning
• Maximizing Social Security
• Insurance planning

Business Services

• Succession and Retirement Planning
• Key Executive Benefits
• Buy-Sell / Key-Person Insurance reviews
• Deferred Compensation
• Exit Strategy Planning
• Business Valuation & Succession

Helping You and Your Family

• Multi-generational legacy planning
• Insurance audit reviews
• Trust services
• Client educational events and seminars
• Beneficiary reviews