Planning for the future
For many of our clients, family is everything. You’ve worked hard to create a comfortable life, and you want to protect what you’ve achieved, including protecting against the unexpected.
But you also want to continue to grow what you’ve earned so you can enjoy a comfortable retirement and leave a legacy for your loved ones.
As a firm focused on helping other families, we have walked in your shoes and understand the challenges and opportunities you face. We will be your advisors, guides, and partners throughout the milestones of your life.
Starting Out
- Offering comprehensive financial planning, including budgeting and prioritizing goals-such as paying off student loans or buying a house
- Making sure your portfolio supports your long-term goals through investment management, including consulting on your retirement plan options at work
- Making sure your portfolio supports your values through values-based investing
- Protecting your family, yourself, your assets and your business through insurance
- Helping you plan for educating children
- Helping you leave a legacy for loved ones and your preferred charities through estate planning
- Working closely with your other financial professionals, including your CPA and Estate Attorney, to ensure a comprehensive and coordinated approach.
Mid-Career
As your career develops and your family continues to grow, it doesn’t matter how comfortable you are financially—you still wonder what’s next.
- Providing comprehensive financial planning, including budgeting and prioritizing goals
- Making sure your portfolio enables your long-term goals, including consulting on your retirement plan options at work
- Maximizing your tax-efficiency
- Helping you plan for educating children
- Providing advice on starting—or selling—a business
- Making sure you have money to pay for the unexpected as well as ongoing expenses (such as your mortgage and student loans) through cash and income planning
- Working closely with your other financial professionals, including your CPA and Estate Attorney, to ensure an efficient and coordinate approach
In Retirement
No matter if you are near or even in retirement, it is never too late to create a better long-term plan. We have decades of experience helping people plan for—and enjoy—a more secure and confident retirement, including:
- Determining and clarifying your vision and goals for retirement
- Making sure your investments support these goals and align with your comfort with risk
- Protecting your family, yourself, and your assets against the unexpected
- Helping you understand and navigate your options around Social Security, Medicare, long-term care and healthcare directives
- Helping you leave a legacy for your loved ones, future generations, and your preferred charities
- Working closely with your other financial professionals, including your CPA and Estate Attorney, to ensure an efficient and coordinated approach
