Financial Planning
Our mission is to be the trusted source for comprehensive inter-generational financial planning for our clients. Our clients enjoy the robust technology of the industry’s leading financial planning software, eMoney Advisor. Our planning engines and reports help model scenarios to reach your goals, and plan for unforeseen events.
Our advanced aggregation services allow you update balances daily and see all of your financial accounts in one place. Our software has powerful budgeting capabilities and a secure location to save all of your important documents.
Retirement
Planning
Whether you are saving and looking for guidance on your 401(k), transitioning into retirement and seeking help creating a retirement income, or in retirement wanting to preserve your assets, we will partner with you every step of the way.
Tax and Estate Planning
We partner with you and your accountant to minimize income and estate taxes. Tax strategies include maximizing tax deductions, leveraging tax deferral, tax-free income and leveraging tax credits. Within your portfolio, we leverage tax-loss harvesting strategies and tax efficient investing. Our tax software can be utilized to review your current withholdings, analyze tax returns and identify opportunities.
We partner with you and your attorney to ensure you have the appropriate documents and beneficiary designations in place. Our AI estate planning software analyzes and summarizes legal documents.
College Planning
We help your family save for future college costs and ultimately create a plan to finance the costs, either through savings, cash flow or loans.
Student Loan Repayment and Forgiveness Planning
In recent months, student loan repayment and forgiveness programs have undergone significant changes, impacting borrowers and families
nationwide. We help you develop a strategy to minimize expenses and
leverage the best programs.
Divorce Planning
The process of divorcing is often overwhelming and confusing. We
partner with you and your attorney to help you make smart financial and tax decisions in your negotiations.
Portfolio Management
As an Independent Financial Advisor we partner with the industry’s
leading investment firms to build a portfolio customized to your goals and risk tolerance. Our portfolios include stocks, bonds, mutual funds, ETFs, CDs, treasuries and alternative investments. You are able to invest in institutional shares, which are often less expensive than retail accounts.