Why Choose us
Why Choose us
Your Finances Under Your Control
We offer a comprehensive range of services to help you manage every aspect of your financial situation.
Understand financial planning and make a financial plan.
Set a savings plan for your education goals.
Evaluate and prepare for starting or selling a business.
Gauge the investment-worthiness of rental properties.
Assess the affordability of a second home.
Determine if you’re spending too much or can spend more.
Figure how much to put into savings and where to put it.
Assess if you have enough saved.
Develop a prudent and sustainable spending plan.
Determine the right allocation now and in the future.
Choose the right diversification strategy and implement it.
Protect your portfolio from inflation.
Decide whether to invest actively or passively.
Determine whether to invest in ‘alternative’ asset classes.
Identify & implement strategies to best protect your family.
Choose the right life insurance for your needs.
Assess and/or lower your insurance costs.
Determine if umbrella coverage is right for you.
Decide if and when long-term care insurance is appropriate.
Select the right employee benefits.
Decide whether or not to refinance your mortgage.
Decide whether or not to pay off your loan.
Identify the best sources of financing.
Make a vehicle lease-or-buy decision.
Assess the importance of being debt-free at retirement.
Coordinate with your CPA, or find a better one.
Determine when to exercise stock awards.
Decide whether to contribute to a Roth IRA or Roth 401(k) or do a Roth conversion.
Decide which accounts to draw from.
Assess your savings and determine when you can retire.
Evaluate retirement scenarios and how long your money will last.
Decide when to take Social Security and how to maximize it.
Budget for health care.
Develop the optimal retirement Income distribution plan.
Prioritize assets for liquidation.
Prepare your will and a plan for end of life.
Establish a living trust.
Set up charitable / philanthropic giving strategies.
Minimize estate taxes & efficiently pass wealth to your children / grandchildren.
Coordinate with your current estate attorney, or find a better one.
Give us the opportunity to start earning your trust with a complimentary consultation.