Our Services

 

Financial Planning Based on YOUR Goals

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Whether you're planning for retirement, building a business, starting a family, or looking to get your finances on track a CFP® professional can help turn the complex into simple. Our planning approach is tailored to your goals and will give you the confidence to take the next step in growing your wealth and living your best life.


AS A CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL IT’S ALL ABOUT YOU:

  • Small Business Planning

  • Protection Planning

  • Portfolio Construction

  • Executive Compensation

  • Social Security Strategies

  • Cash Management

  • Retirement Income Strategies

  • Cash Flow Management

  • Credit Card Optimization

  • Major Purchase Planning

  • Behavioral Financial Advice

  • Asset Management

  • Retirement Planning

  • Employee Benefits

  • Charitable Giving

  • Estate Planning

  • College Education Saving

  • Tax Planning

Our process starts with your unique goals and objectives. We work together to create a tailored asset allocation model that gives you the best opportunity to achieve your short and long term goals. We then search the investment universe to find best in class asset managers, low-cost ETFs, and evidence based investment strategies. From there we stress test those portfolios to provide you confidence in any market scenario. We will continue to monitor your progress, and keep you up to date on any tactical changes.

 

Investment Management Tailored To Achieve YOUR Goals

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OUR OTHER SERVICES INCLUDE:

  • Unlimited access to a CFP® professional

  • Investment advice on outside investment accounts, including employer retirement accounts

  • No account minimums

  • No transaction fees

  • Portfolio Rebalancing

  • Cost-effective implementation

  • Tax loss harvesting opportunities

  • Research and Educational Resources

Behavioral Advice

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Based on a Vanguard study of actual client behavior, it was found that investors who deviated from their initial retirement fund investment trailed the target-date fund benchmark by 150 bps. This suggests that the discipline and guidance that an advisor might provide through behavioral coaching could be the largest potential value-add of the tools available to advisors. In addition, Vanguard research and other academic studies have concluded that behavioral coaching can add 1% to 2% in net return.