We help you get Organized. We create a home web page for your financial life. Our planning process allows you to see how all the decisions you make affect one another and to track your progress.
People often ask, “How are my investments? I don’t want to be too conservative or too risky, what would you do?, etc…” After a careful examination of your assets, goals, time horizon, risk tolerance, capacity for risk and personality we allocate assets designed specifically for you!
Every plan needs to be protected. Eisenhower's famous quote, “In preparing for battle I have always found that plans are useless but planning is indispensable.” We make sure contingencies are in place, just in case…
We are not attorneys but we do know what can happen to a financial plan if proper documents are not in place. What would happen to your loved ones if something were to happen to you? Are your intentions spelled out in legal documents? Who would hold power of attorney for legal and financial matters? Or make medical decisions upon your behalf? Are your beneficiary documents up to date on all your accounts? Unfortunately, most people don’t have these documents in place.
Congratulations on your Retirement!!! Now how do you turn assets into income? In mountaineering most people run into trouble on the way down the mountain, after they reach the peak and are tired. They feel like they’ve reached their goal, but in fact they are only half way through their journey. We create a plan for your entire journey!
In finance it’s not just about what you “get” but rather “what you get to keep.” Taxes erode wealth and we design strategies to be efficient with your assets.