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WHAT WE DO

Additional Services

It's More Than Just Investments

Comprehensive financial planning takes into account all of the areas that help you achieve, and maintain, your goals.

GOAL SETTING

A good financial plan will get you to where you want to go but that begs the question of where do you want to go? We encourage in-depth conversations about what retirement looks like to you, what kind of schooling you want for your children or grandchildren and many other important life goals.

CASH MANAGEMENT

Do you know where your money goes? Do you know where it will come from when you retire so you can maintain your lifestyle? We’ll help you create a reliable system to meet your current and future spending needs, as well as the savings required to stay on track.

CHARITABLE PLANNING

Do you give to causes that you care about today? Do you plan to include them in your will? We can help you determine which assets are most appropriate for charitable gifts and how you can obtain the most favorable tax treatment.

INSURANCE

Are you confident that you have the right amount and the right kind of insurance on your life, home and automobiles? We don’t sell insurance, so we can offer an unbiased opinion on the coverage you have and whether it is best structured to meet your goals.

REAL ESTATE

Your home is probably your single largest investment and your mortgage your single largest debt. The housing bubble showed everyone how easy it is to get a big house with a big mortgage and end up with a very big problem. We advise on getting the right-size home for your income and the right-size mortgage to fit your income. We will also review your mortgage to see if refinancing might lower your monthly payment or allow you to reduce the interest you pay.

FINANCIAL REFLECTION

Couples can have separate and distinct feelings and attitudes about money and finances. Have you been open about these with each other to make sure that you are working together as a team?