We work closely with our clients to develop financial strategies designed to help them build and preserve their wealth for their family and their business. Our services include:
Establishing proper insurance coverage is critical to creating sound financial strategies, whether it’s to insure that your family is taken care of, your business is protected, or long-term care costs are covered. Some of the insurance products I can offer include:
Life insurance (whole life, term life, universal life, variable universal life, and survivorship life)
Long-term care insurance
Disability insurance
Annuities
Income planning is a critical element of a solid retirement strategy. A primary financial goal is to have a consistent and reliable stream of income that will last through retirement. I can help clients address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to ensure those assets last.
Many individuals want to leave a legacy for their families, loved ones, charities, or causes. Estate planning is critical for ensuring your wishes are carried out. I can assist with your estate planning needs, including offering insight and appropriate recommendations on how to effectively protect your family and transfer your estate.
A major concern among families is determining how they will pay for their children’s college expenses and balance their retirement planning. I can provide insight and advice regarding savings options, including 529s, education savings accounts, and education trusts.
Many affluent families wish to see the fruits of their labors translated into good works. I can help you build a charitable giving strategy that puts your values and philosophy into action in your community.
Diversifying assets can help small business owners protect their businesses, futures, and families. I can assist you with determining appropriate investment solutions while incorporating risk management.
A succession plan is a critical element of a business owner’s exit planning strategy. I can help you formalize your exit goals and refer you to CPAs or attorneys for further assistance.