Our Services
Our goal is to proactively assist our clients in achieving their individual and/or business financial goals and dreams.
Our philosophy is to utilize a comprehensive, integrated approach to develop and deliver unique and individualized financial services and solutions.
The process provides for your most trusted financial advocate - your CPA, to coordinate and oversee the strategies, solutions and progress. The process consists of three basic steps:
- The initial consultation – designed to allow you to identify and prioritize your goal. In this meeting the client, financial advisor and CPA meet together to define and understand the client’s goals and needs. Following the meeting, the financial advisor, working from this personalized understanding of the client, develops a specific and unique financial roadmap and strategy to achieve the client’s specific goals.
- The strategy and solutions meeting – the financial advisor presents the financial plan and strategy to the client, the client reviews/modifies and approves the recommendations for implementation.
- Ongoing consultation and service – the financial advisor and client will determine a desired frequency for follow up meetings in order to track performance and make course corrections, as needed, in achieving the goals.
Our expertise and financial life/wealth management solutions include the following focus areas:
Individual and Family Planning:
- Personal Financial Planning
- Asset Allocation, Investment Advice and Asset and Wealth Management
- Retirement Planning
- Estate and Wealth Transfer Planning
- Education Planning
- Insurance
Business Planning:
- Business Valuation
- Succession Planning
- Risk Management Strategies
- Structured Settlements
- 412i and 419 Plans
- Retirement Plan Design including, but not limited to;
- 401k and profit share plans for all size businesses,
- SIMPLE IRA plans
- SEP plans
- Solo 401(k) plans
|
