812 Ludington Street
Each individual and family is unique. Each has it’s own goals, values, challenges and concerns.
Below are some topics we address and services we provide:
Goals-Based Financial PlanningDevelop > Implement > Monitor
Retirement Income PlanningLongevity concernsTax implicationsMarket volatility
Portfolio ManagementLow costTax efficient
Education PlanningAccount optionsTax impactsSavings amounts
Charitable GivingFunding vehiclesTax considerationsGiving Strategies
Collaborative PartnershipWhere appropriate we collaborate with your attorney and CPA for estate planning and tax planning needs.