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What We Do

Our Services

Creating a custom plan for you is just the beginning. Our clients know they can rely on us for sound, practical advice year after year. And if you need help beyond what we offer, we have an extensive network of professionals to call on. We can even work with your CPA and/or attorney for a more holistic view of your financial life. This is some of what we offer:

Client Centered

General Financial Planning
– Investment strategies
– Cash flow management
– Education expense planning
– Risk management

Retirement Planning
– Sustainable spending policies
– Customized forecasting
– “What-if” analysis
– Social security planning

Estate Planning
– Plan review checklist
– Philanthropic & nonprofit services
– Generational wealth transfer
– Special needs planning

Client Centered

Tax Planning
– Tax minimization strategies
– Insurance review
– Tax loss harvesting
– Tax advisor partnership

Behavioral Counseling
– Assistance with goal clarification
– Check-ins to monitor progress and stay on track
– As-needed support during uncertainty
– Guidance in facilitating financial discussions

Unwavering Support in Uncertain Times

We understand money is emotional, which is why we counsel our clients through market swings and major life changes. Using your plan as the foundation, we help avoid reactive decisions and manage expectations.

Your Financial Link for Each <br/>Succeeding Generation

Your Financial Link for Each
Succeeding Generation

With multi-generational families, there is usually a wide range of ages, income levels, financial knowledge, and goals. We meet each person where they are and listen intently to their needs while keeping the big picture—and future generations—in mind.

As external partners who understand the complexities of family dynamics, we can help facilitate financial discussions that aim to get everyone on the same page, working toward shared goals.

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