Services
Services
How We Work
Whether you are pursuing an inspiring life transition or facing a challenging life event, we can empathize, and we can help. We’ve experienced the emotional and financial challenges surrounding the death of a loved one, and we have helped many clients successfully navigate the conflicting family and financial choices surrounding divorce, retirement, changing careers or transitioning a successful business. Despite the barriers that you feel stand between where you are today and where you want to be - we can help.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, creation and conservation of lifetime assets.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.
We do holistic, values-based planning, which, depending on the client’s needs and goals, may incorporate any of the following:
Financial Planning
Beneficiary Planning
Budgeting/Cash Flow Management
College Planning
Coordination with Attorney/CPA and other Allied Professionals
Estate Planning
Family/Legacy Planning
Insurance Planning
- Disability
- Life Insurance
- Long Term Care
- Medicare
Personalized Financial Plan
Pre-Retirement Planning
Tax Planning
Specialized Services
Business Succession Planning
College Planning
- Child Support Calculations
- Equitable Distribution
- Qualified Domestic Relations Orders (QDROs)
- Spousal Support (Alimony) Calculations
- Taxation of Divorce Assets
Family/Legacy Planning
Professional Athlete Financial Services
Tax Planning