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Estate Planning

Upon death, you can leave your money to your loved ones, your favorite charities, or to the government….and you must choose two out of the three. We look to maximize the distribution of the wealth that you have created to meet your personal objectives. We assist you in establishing a comprehensive estate plan that leaves little to chance. Planning for the distribution of your estate efficiently and effectively allows you to create a lasting legacy that has meaning, and one that can positively impact the lives of many.
 
 

Investment Planning

Whether you are planning for a vacation home, for your child's education, or for you own retirement, the last step in any planning is how to best allocate your assets to pursue those end-goals. Based on our experience and the depth of our knowledge in understanding how different asset classes are correlated, we construct a diversified portfolio that is aimed at achieving your needed return, while attempting to minimize the risk associated with getting you there. We continually monitor not only your investment holdings, but the economic forces and market fundamentals that impact those holdings.

Tax Planning

The tax-man will cometh, as the old adage goes, but there are strategies that can be considered to help minimize Uncle Sam's yearly payday. Tax free income, tax-deferred growth, and strategically allocating assets to minimize your yearly tax bill are just some of the action steps that can be employed in your planning. What assets should you utilize first in retirement? Should you take a capital gain this year or next year? What are the tax implications of holding particular investments? Clearly understanding the impact of taxes is vital in achieving your financial goals.

Retirement Planning

Utilizing some of the most advanced technology in the field of financial planning, we will design a personalized plan that directs you from your current financial situation towards financial freedom during your years in retirement. As no roadway is ever a straight path, and many maps tend to become outdated, we will provide regular reviews and make adjustments as needed. All of this should allow you added confidence in knowing that you are always on the right road to your own retirement.

Income Planning

On the news, in the papers, and online, it's been made clear: you will be responsible for the largest percentage of your income in retirement, more so than any other generation. As pensions get shut down, and as Social Security reserves continue to decline – finding ways to supplement your income in retirement is becoming one of the most important aspects in one's planning for a comfortable retirement. We can help to look at your options and then bring forth executable plans of action that can help to provide a steady stream of income in accordance with your needs.

Risk Management

There are many types of risk: broad market risk, investment selection risk, interest rate risk, economic risk, credit or default risk, correlation risk, country specific risk, exchange risk, personal liability risk … and so on. The identification, assessment, and prioritization of risks are key fundamentals within investment and wealth planning. We analyze not only your investment portfolio risks, but also transferrable risks that can be catastrophic to your financial well-being. One needs to know where they are susceptible to these types of risks, and take action to reduce their risk exposure.

Long-Term Care Planning

No one likes to think that they will spend their final days in a nursing home, or even needing in-home nursing care, but the reality of this happening is alarming. For a couple turning age 65, there is a 70% chance that one of them will need long-term care, and the average facility stay is about 3-years. There are only three ways to pay for it, self-insure (spend down your assets), long-term care insurance, or Medicaid – when you have no assets left to pay yourself. We create the plan of action that can give you peace of mind in knowing that you've got this covered.

Education Planning

Whether for your own children, or possibly your grandchildren, our belief is that the best investment you'll ever make is the investment you make in a loved one's education. College costs increase each and every year, and the numbers are staggering when you project out 18-years. Setting aside money to cover these costs is something that should be done separately and independent from your other investment and planning strategies. We help you to create an education plan for those needs, and work with you to do it in the most tax-efficient manner.

Employee Benefit Planning

As a business owner, good talent is tough to keep, unless you reward them and give them a reason to stay. Creating retention strategies such as initiating a 401(k) Plan, or a Non-Qualified Deferred Comp Plan can separate you from your competition and keep your company moving forward with your best talent intact. We work with you to create and implement the type of plan that is best suited for your line of business. Not all plans are created equal, but the cost of creating a new and improved plan pales in comparison to losing a key employee.

* For qualified investors with at least $500,000 in investable assets
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