Services we provide
Retirement Income Planning
- Helping you quantify the amount of ‘income’ you’ll need for the rest of your life.
- Recommending a savings and investment strategy to help you generate this lifetime income.
- Preparing a step by step action plan to guide you - from calculating your needs to saving the money, and drawing income for life.
Financial Planning & Advice
- Helping you define and quantify your needs (and wants).
- Helping you manage your money so money doesn’t manage you.
- Addressing your financial questions to minimize confusion and stress about money issues.
- Helping you focus on your life rather than on your money.
- Helping you create an Action Plan towards achieving your long term goals
- Helping you get through big life changes - a new job, marriage, divorce, loss of a loved one, and retirement – and all of the decisions you will face.
- Providing strategies and solutions to some of your biggest financial concerns and questions.
Wealth Planning & Investment Management
- Managing your investment portfolio or assisting you as you manage it on your own.
- Helping you identify your financial goals, time frame, and risk tolerance/objective.
- Providing you a tool to view all of your investment portfolios on one site, no matter where the actual portfolios are held.
Estate & Charitable Planning
- Helping you give away your money during your lifetime and at your death in the most desirable and tax efficient way.
- Helping you define your financial and non-financial goals related to legacy, family, and causes that are important to you.
Business Planning
- Helping you evaluate your employee benefits, including:
- Group Health Insurance
- Long Term Disability
- Group Life Insurance
- Retirement Plans
- Helping you identify the right Business Succession Plan
- Evaluating and Securing the right Key Person life and disability coverage