Areas of Practice

 

Tailored investment solutions with risk management strategies and tax considerations. The focus is on growing and preserving an investment portfolio across economic and market cycles. The investment selection process involves the incorporation of environmental, social, and governance (ESG) analysis into investment decision-making.

 

Long-term retirement accumulation and distribution plans with strategies that preserve and grow accumulated retirement assets, minimize the impact of taxes and inflation, protect against healthcare issues, and mitigate longevity and other risks.

 

The guided process helps client consider important factors and choose a college savings plan or create a college funding strategy that is suitable for their family. College saving plans include state-sponsored, tax-advantaged 529 college savings accounts.

 

Clients are guided through the financial planning process to help them define, establish, and prioritize their goals and objectives. The process involves development and implementation of a long-term financial plan, and its management.

 

Advanced financial planning strategies to help clients strengthen their financial security using estate planning instruments. Vetted professionals from a network of legal and tax advisors participate in the process of developing an estate plan to meet clients’ personal and business objectives.

 

Sophisticated estate planning includes assets preservation, gifting strategies, and charitable planning to help manage risks and minimize the negative effects of the ever-changing tax laws. Through the guidance offered in collaboration with legal, tax and other professionals, clients find that the process can be an exciting opportunity for growth and empowerment and turning estate planning into a chance to pass on values—not just assets—to the next generation and beyond.

 

Risk management to help clients and their families be prepared for the unexpected and stay on track to reach their financial and estate planning objectives if they incur a loss or are injured in an accident, become sick, disabled, or die.

Strategies to help clients on important aspects of their business such as succession planning, business planning, and qualified retirement plans. Small business owners are helped create and implement personal financial and estate plans that take into the account the unique considerations and opportunities of owning and operating a small business or a professional practice.