Making Dreams Come True
We establish goals and strategies to help make your dreams come true! For you, that dream might be to save for a home, a car, education or a wedding. For others, it might be developing enough wealth to retire with the income to enjoy your retirement and spoil the grandchildren! Whatever, your goals are, as your advisor, we will be your quarterback to keep you on track.
Our Wealth Management and Investment Advice Services include:
Customized Financial Plan
We get to know you, your goals, and your family needs. With this information, we customize a financial plan, designed to put you on track to reaching your dreams.
Divorce Planning
We assist individuals in the process of divorce with a review of the marital assets and proposed asset division. We identify income needs and appropriate division to achieve these goals. We work with your legal counsel as they prepare a draft marital settlement agreement. This is a fee-based option.
Risk Analysis
We work with you to develop a personal risk profile so that we know how to manage your portfolio. Every client has their own personal risk score.
Retirement Income Planning
As your advisor, we develop and help you establish strategies to create the retirement of your dreams. This includes retirement planning and investment management. Once you are near retirement, we work with you to provide lifetime income, meet minimum required IRS distributions, and determine what you need to provide to your loved ones.
Estate Planning & Special Needs
We encourage our clients to have the legal documents in place to prepare for life events. We work with legal counsel to help make sure you have executed the necessary documents.
Portfolio Management & Investment Advice
After our client interview and the development of your personal risk score, we will select and manage an investment portfolio.