Financial planning is a process. We offer services to help you along every stage of this journey, from evaluating your current situation and determining where you want to go to implementing and monitoring your plan over your lifetime (and beyond).
Those services and expertise include:
Plan Mapping
To get to your chosen destination, you need to know which way to go.
Our planning, crafted by our CERTIFIED FINANCIAL PLANNERS™, ensures your financial roadmap aligns seamlessly with your life’s purpose. We take the time to understand your goals, values, and dreams to create a personalized financial plan that strips out the roadblocks and guides you towards success and peace of mind.
Tax Planning
We believe that most retirement planning pays lip-service to taxes and more often than not, holds tomorrow hostage at the expense of a deduction today.
Paying $1 in taxes now doesn’t cost you $1 in the long term. It costs you the $3 that $1 would have grown to.
Using decades of tax expertise, we work to ensure that every part of your plan – every investment, insurance policy, and recommendation – is optimized for tax efficiency. It is imperative that tax implications are considered at every stage of your financial journey—from wealth accumulation and preservation to distribution. This comprehensive tax awareness helps you make informed decisions that maximize your wealth.
Account Aggregation
Having your financial information spread across a number of different touchpoints can cause confusion and prevent you from seeing your whole financial picture.
Enter our account aggregation service where you can see all your accounts in one place, whether managed by us or not. From bank accounts and investments to insurance policies, 401(k)s, HSAs, 529s, and more, our platform provides a clear and comprehensive view of your entire financial picture, making it easier to manage and optimize your finances.
Gifting
Charitable giving is a way to share your success beyond your family and make an impact on their community.
Maximize the impact of your generosity with our strategic gifting services. We help you structure your giving to benefit both your estate and your recipients, ensuring that your philanthropic efforts are as effective and rewarding as possible. Our guidance helps you navigate the complexities of charitable giving and estate planning, so you can leave a lasting legacy.
Wealth Transfer
For many, the drive to succeed comes from a desire to take care of your family now and in the future. When you die, you want your legacy to be passed to your heirs as efficiently and seamlessly as possible.
Our wealth transfer strategies are designed to preserve your legacy and minimize tax liabilities, allowing you to pass on your assets with confidence. We work with you to develop a plan that reflects your values and provides for your loved ones in the best possible way.
We first help identify how much money you need to confidently fund your lifestyle throughout your plan. Then, we focus on how to maximize your legacy dollars to increase your impact on your family and your community.
Life Insurance
Life insurance can play a pivotal role in supporting the successful execution of your financial plan, especially in terms of providing liquidity when needed.
Coordination
We believe in the power of collaboration. Our team is capable of working alongside your existing legal and tax professionals to create a cohesive and comprehensive financial plan. Additionally, we can introduce you to high-caliber professionals who can further enhance your financial strategy, ensuring that you have access to the best resources and expertise available.
