Our Services

Retirement

Simply put, retirement is a function of maintaining a certain quality of life after leaving the workforce by saving a percentage of your income. We’ll help you understand risk, how time affects retirement, what the horizon currently looks like, and how we can adjust course, if needed, to achieve your goals.

It’s our goal to guide you to a sustainable retirement that will address many of life’s concerns once you leave the workforce. Gain financial confidence knowing you can still embrace the things that bring you joy in retirement.

Education

The costs of college tuition skyrocketed over the last few decades, and young adults are paying off student loan debt for years after leaving their institutions of higher learning. We understand you want to provide your children with a better life than you had, and we can help you plan for their success. Laying the groundwork for a potential lifelong career is one of the most important gifts a parent can pass onto a child as they grow into a young adult.

Taxes

We happily partner with your accountant or tax professional to ensure your wealth is maximized when tax time rolls around. Many people assume that accountants and tax professionals understand the nuances of wealth management. When tax season approaches, we encourage you to let us collaborate with your accountant or tax professional to ensure all your bases are covered.

Multigenerational Wealth Planning

We need guidance throughout the entirety of our lives and that guidance extends to wealth management, growth, and legacy planning for your children and grandchildren.

I was raised in a family that did without so that other generations would have success, and I thoroughly admire and appreciate that gift. In recognition of that sacrifice, immediate family members of clients receive discounted fees for helping encourage them to save for the future. Legacy planning is the most benevolent gift one can leave a family. It ensures the future for those who come after us and continues the legacy.

Risk Management

Life is full of risks, and we can help you mitigate many of life’s challenges. The Boy Scout motto is “Be Prepared,” and we should put this tried and true practice in place before challenges complicate our lives and affect our future planning. Our planning process incorporates life insurance, long-term care planning, disability insurance, estate planning, and more. There are several hurdles life places before us and it's best to “Be Prepared” to ensure you and your family are taken care of when it's needed most.

Wealth Counseling

There are countless retirement plans that employers offer that may be confusing. The services we provide include helping you understand your retirement account, how the funds in those accounts work, and measuring your risk tolerance to ensure you’re getting the most from your contributions. We provide guidance and counsel on retirement plans to include, but not limited to, the 401(k), Thrift Savings Plan, 403(b), Individual Retirement Account (IRA), and Roth IRA, just to name a few.