Financial Planning

  • 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.

Asset Management

  • 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.

Liability Management

  • 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.

Tax Planning

  • 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.

Give us the opportunity to start earning your trust with a complimentary consultation.