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Services 

As our client, we coordinate all things financial.

Our Approach to Your Complete Wealth Management

Wealth management is more than just investment advice, it includes all parts of your financial life. You can benefit from a more streamlined approach in which a single financial planner and advisor coordinate all the services needed to manage your money and plan for your family’s current and future needs.  


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Financial Strategy

Make Smart Financial Decisions


Everyday financial choices in your personal life or business shouldn’t be made in a vacuum. We work with you to proactively identify and take advantage of  financial opportunities.

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Retirement Planning

Live Confidently in Retirement


We address your concerns about retirement. Do you have enough to retire the way you want to? What is the best way to draw income from your portfolio? These and many other questions will be answered so you can feel confident about your retirement.

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Estate Planning & Trust Services

Get Organized


When is the last time you updated your estate plan? We make sure your wishes are clearly stated, organized, and updated regularly to ensure the maximum benefit to your loved ones.

Managing a trust can be overwhelming. We offer efficient, cost-effective, professional trust services to our clients.  

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Tax Planning

Pay Less Taxes


Many financial decisions have tax consequences (good or bad). Tax considerations can be significant. We provide proactive tax strategies to help protect your financial assets and minimize the taxes you pay on an ongoing basis.

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Insurance Review

Reduce Risk by Closing Gaps


Although you can't eliminate all risks, you can guard against resulting financial losses. That's where insurance comes in. If your insurance coverage is sufficient, it can provide financial security to you and your loved ones. We take a close look at your insurance policies to shore up any gaps that can leave you exposed.

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Investment Management

Worry Less


We professionally manage your investment portfolio so you don’t have to. We coordinate all of your investments with your CPA, attorney, and insurance professionals to take complete care of your financial well-being. We work to reduce volatility and increase returns over the long term.  We also offer a unique Green Portfolio, which incorporates ESG investing allowing you to have a diversified and efficient portfolio while making an environmental and social impact.

Get Started

Getting started is easy. Schedule a 15-minute call with us today.

 

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