For every action, there’s an equal and opposite reaction…
We believe the foundation of achieving your personal financial goals is to take a holistic view of your financial situation so that no decision is made in a vacuum.
To get a holistic view of your financial picture we offer:
- Comprehensive Financial Planning services: which could include customized solutions to such areas as cash flow, tax, and estate planning, investment, retirement planning, social security maximization, philanthropic, education planning,asset preservation strategies,executive compensation packages etc.
- Retirement Planning - We’re living longer, so let’s live better too…
A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years.
Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement such as health care expenses, creating a lifetime income, social security maximization strategies, coordinating different retirement income sources such as employer plans, personal savings, and social security. Sequencing of withdrawal matters.
Investment Portfolio Management
Remember, markets will fluctuate (it’s what they do), but our resolve always remains stable (it’s what we do)
- Investment Management is a fiduciary task and we use global standards of excellence as our guidelines to evaluate, manage and monitor investments.
- Estate Planning: We work with a team of highly experienced attorneys and estate planners to create and deliver your Estate Plan.
- Issue planning: Specific financial concern not addressed in above options.