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Personal Investment Management and Financial Planning

Several components make up a complete financial plan. We make sure each of these parts of your financial life is accounted for.  In managing your investments, we not only handle your financial assets and other investments, but we also devise both short- and long-term strategies for your complete portfolio with a focus on cost and tax efficiency. We help our clients create and maintain financial independence by developing detailed, comprehensive financial plans custom-tailored to their unique needs. s, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Investment Management

Planning your investment strategy isn’t a one-time practice. It is an ongoing balancing act between your goals and finding the right investments to help you achieve them. We ensure that we keep your investments properly diversified, allocated across multiple asset classes, and tax-efficient.

Financial Planning

We believe serving our clients properly involves being there for the major and minor things in life. We consider your short, medium, and long-term goals and incorporate the steps needed to reach them in your financial plan.

Retirement Planning

Retirement planning is not as simple as those two words indicate. There are many layers to a comprehensive retirement plan. From assessing your current resources to determining when and how to take your social security benefits, we help you design the right strategy so you can enjoy a stress-free retirement.

Estate Planning

No one wants to think about the inevitable, but avoiding it can cause serious issues for your heirs. We work with your estate attorney to ensure your assets are distributed according to your wishes and your legacy preserved for the next generation. It is never too early or too late to develop a plan for your estate.

Tax Planning

The purpose of tax planning is to ensure that all your investments are positioned in the most tax-efficient manner. From organizing the timing and structure of withdrawals to tax-harvesting strategies for non-qualified investments, we work with you and your CPA to ensure that your wealth is not eroded by taxes.

Risk Management

Risk comes in all shapes and sizes, and we all know that life can throw us a curveball from time to time. Managing the risk inherent to life is the best possible way to make unforeseen events less stressful. Providing for your family in the event of death or major illness is imperative. Medicare insurance is of great importance as we age. We make sure you and your loved ones are prepared for whatever life brings.

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