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The Personal Touch

Our firm specializes in helping people through major life transitions. We offer personalized, hands-on service, integrating tax reduction strategies, will and trust design strategies, and financial management. And we educate our clients, helping you understand all issues critical to thier financial well-being.

Estate Planning

We review your documents to ensure your estate passes as you intend. We coordinate asset ownership and beneficiary designations with your attorney. And we provide a tracking system.

Business Owner Planning

From employee benefits to business structure, we can help a growing business to an exiting business owner. Buy-sells, Deferred Comp, Corporate Stock Gifts, and Family Partnerships.

Tax Reduction Strategies

We prefer to manage this throughout the year vs. waiting until year-end. We’re happy to coordinate with your CPA. Cost Basis, Realized Gains, Carry Forward Losses, Tax Loss Harvesting, Deductions and Credits.

Assistance to Loved Ones

We assist with gifting techniques, education funding, and custodial accounts. We also have resources for caring for aging parents and practical money skills for kids.

Retirement Planning

  • Goal Setting
  • Social Security
  • Medicare
  • Time Horizon
  • RMD/Distribution Strategies
  • Self-Employed Retirement


  • Analyze Portfolio Holdings
  • Asset Allocation
  • Investment Policy Statement
  • Concentrated Stock
  • Bonds, Opportunistic Income
  • Alternatives
  • Retirement Plans
  • Annuities

Personal Risk Management

  • Existing Policy Audit
  • Survivorship Needs
  • Disability Income Protection
  • Long-Term Care Plan of Action
  • Health Insurance Review
  • Home/Auto Insurance Review
  • Liability Evaluation

Cash Flow Analysis

  • Income Sources
  • Expense Budgeting
  • Debt Management
  • Emergency Funding
  • Opportunity Funding
  • Dollar Cost Averaging
  • Mortgage Review

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (303) 714-4726