Areas of Specialization

WEALTH MANAGEMENT

Complete Portfolio Analysis:​

• Safety, Performance, Efficiency, Low Expenses + Tax Minimization
• Consolidate + Simplify Accounts
• Manage Portfolio Risk
• Diversify Assets According to Goals
• Choose Investments + Portfolio Managers/Funds
• Perform On-going Due Diligence
• Easy-To-Read Gain/Loss Reporting
• Integrate Data for Clients’ Other Financial Advisors (Attorneys, CPAs)

FINANCIAL PLANNING (Available to Wealth Management Clients Only)

• Articulate + Quantify Your Life Goals
• Focus on Tax Elimination + Efficiency
• Project Future Net Worth
• Address Legacy Issues
• Maintain Comprehensive Net Worth Statements
• Enforce Cash Flow Management Accountability
• Optimize After-Tax Retirement Income
• Assess Financial Transition Matters – Change of Life Situations
• Ensure Professional Advisors are Moving in the Same Direction — Yours

ASSET PROTECTION

• Complete Life, Disability + Long Term Care Insurance Analysis
• Placement of Best Products for You
• Pre-Estate Planning Counseling, Saving Time + Money Before Meeting with Your Attorney
• Evaluate Best Strategies for Estate Tax Elimination or Savings