Investment Management Focused on You
Knowing what you’re investing in is important, but even more significant, is knowing what you are investing for. We’ll help you align your investments with your long- and short-term needs and goals by developing a customized asset allocation strategy. We’ll help you gain the confidence to avoid the distractions of daily market ups and downs, ensuring that your buy/sell decisions are made for the right reasons and in support of your goals. We offer:
- Asset Allocation
- Diversification
- Investment tax consequences
- Employer Retirement Plans, including 401k, 403b, 457
- Executive compensation, restricted stock and stock options
Holistic and Personalized Financial Planning
What do you want to do and accomplish with what you already have? We’ll help you consider all the areas beyond investments that can contribute to pursuing your financial goals: Are you properly insured, for example? Are you paying too much in taxes? Are you fully accounting for the needs of growing children, aging parents or future generations? Financial planning services include:
- Review current financial situation
- Retirement objectives
- Tax liabilities and objectives
- Life event transition planning
- Estate & legacy ambitions
- Elder care & long-term care costs
- Education costs
- Charitable giving
- Insurance considerations
Retirement Strategies
Have you saved enough? Will it last? Whatever is next for you, we’ll figure it all out together. It’s never too early to think about—and plan for—what’s ahead. In fact, retirement planning is a natural complement to financial planning and investment management. Which makes this the natural time to make sure you’re enhancing your assets in ways that align with these long-term considerations.
- Social Security claims strategies
- Pension distribution options
- Withdrawal Strategies
- Tax reduction tactics
- Long term care insurance
- Health care budgeting
- Medicare realities
- Charitable giving
- FERS, CSRS, & other pension distribution options