Services & CapabilitiesKey areas of financial planning and wealth management.
Family Strategic Planning
Our Family Strategic Planning program is a unique process we developed to help families live an intentional life. The program helps you connect what matters most to your family with the strategies, systems, and tools needed to make wise decisions in the stewardship of your family and financial wealth.
Our team provides financial planning for individuals, families, and businesses through a transparent fee-based process. We believe financial planning is the process of developing and documenting strategies that help you achieve your financial goals in the most efficient and simplest way possible. Common areas of planning are: retirement, college and education savings, social security maximization, major purchases, and business investments.
Our investment process starts by developing a strategic wealth plan that identifies the client’s financial, family, and professional goals. From there, we take a risk-based approach to building out custom investment strategies and portfolios for our clients. Our process helps educate clients on not only the appropriate amount of risk that they should take with their investments, but how that capacity for risk impacts their investment returns over time. Our goal is to reduce the amount of risk in our clients’ portfolios while providing them the returns they need in order to achieve their goals. Our belief is that the client’s investment portfolio needs to support their financial plan, not the other way around.
No commissions. No trading fees. No hidden charges or costs to you. Relevant, unbiased, and independent advice from a team that works for you, not for a large financial firm.
From start-up ventures to multi-generational family businesses, our team has helped develop strategies and systems that help reduce taxes, maximize cash flow, increase the value of the company, implement business continuation plans, and help owners successfully exit their business—on their terms.
Risk Management & Insurance
Our advisors are appointed as life, disability, and long-term care insurance agents with multiple insurance companies. We have an extensive background in advising our clients on their life, disability, and long-term care insurance needs.
Estate & Legacy Planning
Financial Management & Reporting
Personal financial statements, cash flow reports, budget tools, tax planning, and investment monitoring systems.
Private family foundations, donor-advised funds, family charitable engagement plans, charitable giving plans, education, and community development.