FROM CONFUSION TO CLARITY
We provide a client-focused approach to your financial planning, while being mindful of the impact of taxation, investments, and insurance on your plan.
OUR EXPERTISE
Plan Mapping
Disciplined planning crafted by our CERTIFIED FINANCIAL PLANNER™ to keep your financial landscape aligned with your purpose.
Tax Planning
Filtering your plan through decades of tax expertise. Ensures every investment, insurance, and planning recommendation considers the impact on taxes throughout your lifetime. Tax awareness during wealth accumulation, preservation, and distribution.
Account Aggregation
See every account in one place whether it’s managed by us or not – bank, investment, insurance, 401(k)s, HSAs, 529s and more.
Insurance
Protect your portfolio from potentially significant and untimely drawdowns caused by loss of life, diminished ability to work, and declining health. Life, Disability, and Long-Term Care.
Gifting
Maximizing the impact of your giving for your estate and your recipients.
Wealth Transfer
Passing wealth to the next generation in the most tax efficient manner.
Coordination
Capable of working alongside your existing team of legal and tax professionals. Ability to make appropriate introductions to high caliber professionals to advance your plan.
Comprehensive Investments
Individualized investment options, blending individual stocks, bonds, etfs, custom to your risk and your life. Direct access to private wealth managers. Fiduciary investment management.
RUSS EICHNER
PARTNER
DIRECTOR OF TAX & INVESTMENT STRATEGY
BLAIR JAMIESON, CFP®
PARTNER
DIRECTOR OF FINANCIAL PLANNING
