Our dedicated work ethic is based on three pillars that are coupled with consistent, honest communication to deliver progressive and comprehensive strategies for your financial planning needs.

We Provide Tax-Efficient Planning For:

• Pre-retirees
• Affluent individuals and families
• High-tech executives
• Medical professionals
• Small business owners

Additionally, we continually review your plan to make necessary adjustments to accommodate your life changes. Because, life does change, after all. We are here to lend a hand in helping you navigate and adapt to those changes.

Our financial planning expertise provides:

• Sensible objectives-based assessments
• Prudent tax-sensitive planning approaches
• Customized wealth planning strategies

We Focus on Proactive Strategies in These Areas:

Comprehensive Financial Planning

• Strategies for wealth accumulation and preservation
• Systematic monitoring with periodic adjustments
• Legacy and philanthropic planning

Professionally Managed Investments

• Disciplined investment strategies
• Portfolio rebalancing
• Portfolio-personal value alignment

Business Continuation and Succession Planning

• Buy/sell and key employee benefit planning
• Overhead insurance
• Liability insurance/protection

Progressive Retirement Planning

• Social Security claiming strategies
• Tax-efficient withdrawal strategies for IRAs, 401(k)s, and pensions
• Medicare/long-term care planning

Employee Benefit and Retention Planning for Business

• Retirement plans such as 401(k)s and pensions
• Group health, dental, and vision insurance
• Group life, long-term care, and disability insurance