What We Do
Helping Business Owners & Families Since 1978
We’ve been helping businesses, individuals, and families since 1978. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated plan that’s right for you.
Financial planning for individuals
As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting objective, impartial guidance in all areas, including:
- Accumulation, so your investments address your objectives and comfort level
- Retirement planning, so you are well positioned to pursue your dreams
- Estate planning, so you can pass on your assets to whom you choose
- Risk management, to minimize any threats to your personal or business assets
- Business planning, to help you manage and grow your business
- Taxation, to minimize the tax burdens you face now and in the future
Financial planning for business owners
Stay focused on your business knowing that you have an experienced team to help you every step of the way with:
- Investment strategies, to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance
- Risk management, to minimize any threats to your business assets
- Retirement planning, to make sure you have the right plan in place for your employees
- Insurance planning, to ensure that your employees have the insurance benefits they need
- Succession planning, to keep your business running smoothly when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances
Solutions for plan sponsors
As independent financial advisors, we can deliver the objective, impartial guidance that you and your participants can count on—and that leaves you feeling confident that you’re meeting your obligations. Services include:
- Fiduciary management, to help shoulder the responsibilities and regulatory obligations that come with managing the plan
- Investment expertise, to help you deliver a range of suitable solutions for your employees according to a process that aligns with overall investment objectives
- Plan design, to help you ensure that you have a plan in place that’s focused on and conducive to participant success
- Vendor due diligence, to conduct reviews, do benchmarking, and ensure that your plan is receiving the best value from your vendors
- Participant services, to provide your employees with investment guidance and education to help them feel more confident about their retirement plan savings
No matter what type of financial support you’re looking for, you can feel confident knowing that you’re working with a trusted financial guide.
Case Studies
Doctor Situation
When she first came to see us, Jane had recently finished a surgical fellowship and accepted her first well-paid position as a physician. This was the culmination of many years of school and training, and she wasn’t sure how to balance various concerns including paying off student loans and preparing for retirement... [Read More]
Coordination of Financial Matters
Rob and Jen were new clients who approached us with what is a relatively common need- coordination of their financial life. They had done a good job of saving money, but over the years had accumulated multiple retirement accounts and didn’t have a good handle on how it all fit together... [Read More]
Eldercare & Estate Planning
Melinda was a client of our firm for several years before she became unable to manage her own finances. One of her goals had been to make sure that her estate plan accurately reflected her wishes... [Read More]
Accelerated Retirement Savings
Paul and Raquel first came to see us in their early 50s. Both of them had worked in different fields before finding their current, lucrative vocations. As a result, they felt like they needed to make up for lost time as they prepared for retirement... [Read More]