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We Provide A Comprehensive Approach

Family Protection and Risk Management

Focuses on providing a safety net for unexpected events that can cause serious financial loss to your family

  • Financial Emergencies
  • Pay medical bills in the event of illness
  • Income replacement lost due to disability
  • Maintain a standard of living after the death of a spouse or other loved one.
  • Life insurance, Disability Insurance, Long Term Care Insurance

Investment Portfolio Management

  • Development of investment strategy designed to create, preserve and grow wealth in volatile and trending market conditions.
  • Provide an investment portfolio "Stress Test" to determine how your portfolio handles market downturns.
  • Ongoing implementation of an active allocation strategy for proper market exposure and trends
  • Aggregation of all your accounts to simplify and reduce paperwork.
  • Plan best tax strategy (401k, IRA, Roth, NQ, etc....) to accumulate money in retirement plans.

Tax Reduction Planning

  • Involves helping find potential tax savings through reducing or shifting current or future income tax liabilities
  • Evaluating business structure to optimize the benefits of the Internal Revenue code
  • Deferring income and/or accelerating expenses at year-end
  • Strategies to realize losses or gains through a wide range of allowable actions

Retirement Lifestyle & Income Planning

  • Determine the amount needed/desired upon retirement, then implement recommendations to fund your income needs and help maintain a comfortable standard of living.
  • Develop a strategy to prevent you from outliving your retirement income
  • Determine the best methods and timing for withdrawing from retirement accounts.

Charitable Giving

  • Help identify charitable giving opportunities that fit within your value structure and that help minimize tax liability
  • Develop a charitable giving plan to be incorporated into cash flow and expense budgets

Family Legacy & Estate Planning

  • Involves identifying beneficiaries and what they are to receive both during the client's life and upon his/her death
  • Provide knowledge about available estate planning techniques and tools.
  • Development of custom estate plan to transfer wealth while minimizing unnecessary tax liabilities and avoiding probate
  • Help determining how property will be transferred at death by means of a will, interstate, contract or trust.
  • Strategies to potentially AVOID the Medicaid spend down during an extended nursing home stay.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (513) 538-1880

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