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Whether one is just starting out, sold a business or won the lottery, we believe in an “outcome” oriented approach to developing strategies that are tailored to your risk temperament and objectives.
We believe that protecting your money from the impact of inflation, taxes, market volatility or extended health care expenses, is as important as attempting to achieve attractive investment returns. In this spirit, our work centers around the following core services:
Retirement Planning:
- Growth: 401K’s, IRA’s Tax Deferred Investments
- Distribution Strategies: We work to make sure your money lasts as long as you do. We strategically plan to help you determine when and how to receive income from your retirement plans.
- Rollover Planning: We help you understand when and how to rollover retirement or tax deferred investments for your desired outcomes.
Investment Planning:
- Our process is Driven by your objectives for various pools of your money and by your tolerance for volatility. We draw from a wide array of allocation strategies, and management styles and risk management techniques to create portfolios that are designed to achieve your investment outcomes.
Estate and Legacy Planning: (We work with your attorney to accomplish the following)
- We help you minimize or eliminate probate delay and expense.
- We make sure your assets flow to whom you intend at your death.
- We make sure you have selected the “right” decision makers to stand in for you if you are incapacitated.
- We help you to minimize any possible estate taxation.
- We help you to minimize or eliminate the possibility of substantial asset depletion for spouse or children in the event of a long term health episode.
- We help you create strategies to provide philanthropic opportunities during life and at death.
Possible Product Applications:
- Professional Money Management Platforms including ETFs and customized individual security portfolios
- Mutual Fund Solutions
- Variable Annuity Solutions
- Fixed Annuity Solutions
- Life Insurance Solutions
- Long Term Care Insurance Solutions
- Disability Insurance Solutions
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