Our Solutions
How we meet your needs:
Our investment process begins with developing an investment policy statement based on your personal risk tolerance
- Analyze your personal risk tolerance
- Determine time horizon for investment goals
- Create a diversified asset allocation strategy
- Offer socially responsive investments
- Customized investment portfolio design
- DO YOU KNOW YOUR RISK TOLERANCE?
Planning for your retirement is based on the personal lifestyle that you want to enjoy as a result of your success
- Determine the funding needed for your retirement
- Create a cash flow plan
- Develop a savings & investment plan to achieve your dreams
- Minimize tax exposure for retirement distributions
- Required Minimum Distribution (RMD) planning
We develop tax strategies to maximize the effectiveness of your financial decisions
- Create a blueprint to reduce your overall tax costs
- Design tax sensitive investment portfolios
- Analyze tax loss harvesting opportunities
Create your legacy with thoughtful planning that provides you peace of mind
- Collaborate with you and your attorney to determine the estate planning techniques that will help you achieve your legacy
- Prepare estate net worth analysis and projected distribution of assets net of taxes
- Facilitate Family Summit Meetings to provide the opportunity to communicate your estate plan
Achieve your philanthropic goals with customized charitable giving strategies
- Provide investment management for Private Family Foundations and Donor Advised Funds
- Employ the use of specialized techniques such as charitable trusts to accomplish philanthropic goals
- Maximize tax benefits of charitable giving
Develop an education funding strategy customized to your family’s needs
- Determine how much is needed to fund each child’s education
- Recommend appropriate investments & funding vehicles (i.e. 529 Plans)
- Explain available tax strategies to reduce education costs