Financial realities have a lot of moving parts. We help you line them up to maximize your net worth.
Every investment client receives a living financial plan as part of our services.
In order to offer solid investment and planning advice, we must have a holistic understanding of your needs, who you are not just as an investor but as a person: What your values are, what you want your money to do for you in retirement, and what kind of legacy you want to leave behind. Armed with this knowledge, we can build a wealth strategy that fits you and your life. Specifically, we work with clients to create strategies that will benefit them when planning for retirement. We work to identify and utilize tools that will help buttress social security benefits.
Speaking of social security, we assist in helping you find the most meaningful way to approach taking and maximizing your social security benefit. We also assist clients in understanding the increasingly complicated world of healthcare benefits; beyond just knowing what your employer benefits offer, we can help you determine whether or not a Health Savings Account is appropriate planning tool. When the time comes for you to retire we can help you through the daunting task of determining whether it is the right time to retire and how to navigate dealing with transitioning your defined benefit plan into an income resource that will last. We also work closely with other planning professionals, like trust attorneys, to make sure that we are creating a unified strategy for your wealth management.