Individuals & Families
Individuals & Families
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 Planning
Develop > Implement > Monitor
Retirement Income Planning
Longevity concerns
Tax implications
Market volatility
Portfolio Management
Low cost
Tax efficient
Education Planning
Account options
Tax impacts
Savings amounts
Charitable Giving
Funding vehicles
Tax considerations
Giving Strategies
Collaborative Partnership
Where appropriate we collaborate with your attorney and CPA for estate planning and tax planning needs.