Comprehensive Wealth Management
Our clients are retired, or about to retire, and want to protect the assets they have worked a lifetime to accumulate. That requires truly comprehensive wealth management. We believe there are five key areas of financial planning, and we service our clients in all areas.
Tax Planning
- Maximizing use of tax advantaged investment vehicles
- Multi-generational IRAs
- Tax-free and tax-deferred investment strategies
Retirement Planning
- Retirement plan distribution
- Income strategies
Investment Planning
- Portfolio analyis
- Risk/return evaluation
- Asset allocation
Protection Planning
- Identifying current and future risk exposure
- Analysis of current insurance coverage
- Long-term care protection
Estate Planning
- Minimizing probate expenses
- Reducing or eliminating estate taxes
- Assuring proper management of family assets
