Choosing the right investments is only a portion of what’s required to reach your goals. We serve as your ally when addressing a wide range of financial concerns:
- Through careful planning, tax-loss harvesting and coordination with trusted professionals, we help you to minimize the impact of income taxes.
- Evaluation of coverage, such as disability and life insurance. We do not receive commissions for the sale or recommendation of any products.
- We will model the likelihood of reaching your retirement goals and recommend adjustments to optimize your retirement savings.
- We will help you determine how much to allocate towards your children’s college education, the optimal savings vehicle and how to incorporate these recommendations into the rest of your plan.
- Through collaboration with your estate attorney, we’ll help you implement the planning technique that distributes assets according to your wishes while attempting to minimize the impact of estate taxes.
- Evidenced-based investment portfolios designed to help you reach retirement, educational and charitable goals. These portfolios are designed around your risk tolerance, need to take risk, and time horizon.
- Implementation and management of donor-advised funds to allow the contribution of appreciated holdings to the charities of your choice.
Small Business Planning
- Development of strategies for business owners and independent contractors to save for retirement and defer taxes.
- Through the development of an individualized budget, we help you optimize spending in a manner that prioritizes what matters to you most.