Who We Are & What We Do
We are a cohesive team of financial planners, investment managers, and support staff with an unwavering dedication to clients. Pairing collaborative conversations and actionable, down-to-earth solutions.
Overview
As fiduciaries, we’re able to deliver recommendations that serve your best interests. There is a lot of technical lingo in this industry, and we want to make sure the solutions that we create are easy-to-understand so you can apply our insights throughout your day-to-day financial life.
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Our knowledge and insight into the stock market and its alternatives enable us to craft an investment portfolio uniquely tailored to you. Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals.
When you work with us, we will:
Identify Your Short and Long-Term Objectives. As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns.
Determine Your Optimal Risk Tolerance. We’ll pinpoint the amount of risk needed for you to achieve your goals.
Structure a Portfolio That’s Right For You. After outlining your objectives, we’ll design a strategy that aligns with your goals and cash flow needs.
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Whether you’re five or fifty years away from retirement, we’ll help guide you through the steps necessary to secure enough assets and income for your lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most helpful for you as you prepare for your life past employment.
Our retirement planning process involves:
Identifying Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.
Reviewing your investment strategy and ensure you’re investing your wealth in portfolios that best align with your objectives.
Optimizing Your spending habits so you make decisions that benefit your broader financial picture.
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You don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars are overpaid in taxes each year.
How much of that money is yours? Wouldn’t you rather see those funds in your bank account or put aside for your retirement or other financial goals?
Do you want to reduce your tax burden and increase your assets? We can help! We provide personal income tax planning and will identify the tax saving approaches that apply to your situation. We work with you throughout the year, not just when it’s time to prepare your return.
You might be able to save on taxes by:
Restructuring your investment portfolio to produce a higher after-tax return
Claiming appropriate business deductions
Maximizing qualified plan and IRA contributions
