Services
Planning
We believe every relationship should start with a financial plan. Our 360° Process starts with getting to know you, your business, your goals and dreams. Only then can we begin to develop a roadmap that will provide you with the confidence to focus on what matters most, knowing that we are committed to keeping you on track by reviewing your benefit packages and retirement plans, ensuring you are saving in the most effiecent vehicles to meet your short and long term goals.
Investment Management
One of the key differentiators of our firm is our investment process. We recognize that the needs and goals of clients are different, so we craft custom portfolios to meet the specific needs of each client. In our research process we follow commentary from a number of market analysts and economists to help us better understand market conditions and direction. We utilize both fundamental research and technical indicators to help us tilt portfolios defensively during times of market stress and offensively when the market is in expansion mode. Our process helps our clients stay invested and focused on their goals knowing we are not going to sit on our hands when market conditions change. The only certainty in life is change. No plan is permenant. We will review and make changes to your plan as your goals and dreams evolve.
Tax Strategies
Tax planning is another important part of the financial planning process. During our planning process we will review and assess your investment portfolio for tax savings strategies from tax harvesting your investment gains and losses to Roth Conversion strategies where you can benefit from tax-free growth. We will also review and evaluate your reviewing your eligibility for preferred capital gains treatment for any small business stock. We will coordinate with you and your CPA to review and implement tax strategies that are uncovered during the planning process.