Simple and attainable financial well-being

Securing every aspect of your wealth

Evaluating Current Financial Wellness

• Review current financial strategies and goals
• Identify opportunities for growth and minimize areas of uncertainty

Diversified and Disciplined

• Combine low-cost indexing with active management to exploit market inefficiencies
  
• Identify the most tax efficient vehicles for each account type
• Optimize financial return and social good with ESG solutions

Developing a Tailored Financial Strategy

• Construct custom portfolios to achieve target
  
• Monitor on a regular basis and adjust allocation to risk tolerance

Identifying Major Personal and Family Goals

• Create an Education Savings Plan
  
• Provide for multigenerational wealth transfer
• Establish charitable investment accounts and gifting strategies

Planning for Retirement

• Align objectives with a comprehensive financial plan and current financial health
  
• Manage income and expenses
• Optimize employee benefits and workplace savings plans
• Solve for spending needs and legacy planning
• Evaluate Social Security & pension benefits

Tax Assistance

• Implement tax mitigation and harvesting
  
• Coordinate with CPA professionals
• Research Cost Basis

Wealth Enhancement, Continuity and Protection

• Estate planning coordination with law professionals
  
• Analyze insurance protection
• Provide long-term care guidance