We specialize in retirement, investment, and insurance planning for individuals and small businesses. While there are several moving parts to a comprehensive financial plan, the ultimate aim is to help you accomplish your financial goals and lower your blood pressure along the way.

Financial Planning

Financial planning is a process, not a product. You wouldn’t go on a vacation or on a hike without a plan and a map. You would also establish benchmarks and reference points along the way so you could chart your progress. We’ll help you clarify your goals and then develop a plan to pursue them. We’ll then monitor your progress through regular check-ups. Experience has taught us most people don’t plan to fail; they fail to plan.

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Retirement Planning1

We all want to retire and everyone has a mental image of what that looks like. We can help you get there. From maximizing your retirement plan at work to Roth IRAs to coordinating Social Security income, retirement planning is more than just throwing money into an account and then going to play golf. If nothing else, you’ve got taxes to deal with. It may seem counterintuitive, but getting to retirement is pretty easy. Managing it in such a way that it feels more like a vacation than unemployment is the hard part. Believe it or not, most mountain climbers don’t fail on their way up to the summit. They often spend so much time planning their ascent that they neglect their plan how to get back down.

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Wealth Management

Wealth is more than just your savings and investments. It’s more than just making your money grow. To see the whole picture, we have a network of estate planning attorneys, tax experts, and even a philanthropic advisor to help you prioritize and maximize your efforts. Maybe you want to pass on your wealth to a family member—maybe you want to make sure that doesn’t happen? We can help navigate the maze to make sure what you’ve spent your entire life accumulating has a long-term legacy that reflects your values and priorities.

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Insurance Planning

A lot of people miss this, mostly because it isn’t much fun to talk about. When you think about your long-term success, many people make the assumption they will be there and able to make their success a reality. But what happens if you, your spouse, or your business partner dies unexpectedly? What if they become disabled? What if you get sued? What if there’s a global pandemic and your world turns upside down? While insurance planning may sound dull, it is vital to the success of your future plans. Insurance is there to cover the unexpected—the stuff you don’t plan for. We can help you not just crystallize the odds of something bad happening; but also help evaluate its impact on your goals.

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Corporate Retirement Plans

Retirement plans come in different flavors: 401(k), 403(b), 457(b), SIMPLE IRAs, SEPs, and a host of others. We can help set up the best retirement plan for your business and for your employees. We also offer in-person consultations to help select the right investment options for employees, including any applicable Roth provisions. The corporate retirement planning landscape is constantly changing, so once we install a plan, we make sure we stay on top of all the changes and keep you informed as to how best to proceed. We can even help with employees after they retire or separate from service.

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