Simplicity

Competency

Integrity

Transparency

Simplicity

Competency

Integrity

Transparency

Investment
Management

  • Recommended asset allocation
  • Asset location guidance
  • Active rebalance
  • Low-cost ETF models
  • Direct indexing stock strategies

Financial
Planning

  • Long-term financial projections
  • Retirement income analysis
    – Lifestyle funding
    – Efficient withdrawal strategies
    – Medicare and Social Security
  • Child education planning
  • Cash flow and liquidity optimization
  • Insurance analysis
  • Large purchase and project funding plan

Tax
Planning

  • Active tax loss harvesting
  • Tax return review with next year recommendations
  • Roth conversion analysis
  • Concentrated stock strategies

Our two promises to clients

1. Innovation

We promise to stay updated with the latest technology that helps create a user-friendly experience. We must avoid the complexity or annoyances often found in large institutions struggling to keep up with the rapid pace of innovation in the technology field.

2. Education

We promise to continually enhance our knowledge and education of the financial planning landscape. Being a CERTIFIED FINANCIAL PLANNER™ was just the start of the ongoing commitment we have made to ensure that we can expertly serve our clients.

Our two promises
to clients

1. Innovation

We promise to stay updated with the latest technology that helps create a user-friendly experience. We must avoid the complexity or annoyances often found in large institutions struggling to keep up with the rapid pace of innovation in the technology field.

2. Education

We promise to continually enhance our knowledge and education of the financial planning landscape. Being a CERTIFIED FINANCIAL PLANNER™ was just the start of the ongoing commitment we have made to ensure that we can expertly serve our clients.