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What We Do

We serve as your partner through every stage of your financial journey. Our experienced team provides a wide range of custom financial advice to help you pursue your long-term financial goals.

Asset Management

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Charitable Giving Strategies

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Insurance Solutions

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Asset Management

I Asset Management

As an independent advisory firm, we have no parent company, joint ventures or affiliations. That means we are completely free from proprietary sales quotas and commissioned investment requirements. Through our open architecture investment approach, we offer access to a virtually unlimited universe of investment options, which allows us to structure a custom portfolio based on your specific objectives.

When making investment decisions, we evaluate thousands of mutual funds, stocks and ETFs to identify an investment allocation that meets your specific needs and objectives. We utilize a diverse portfolio with low investment costs and a high level of personalized service and focused attention.

Your custom, diversified portfolio accounts for your current financial situation, future goals, investment time horizon, risk tolerance and more. It is continuously monitored and adjusted as your life and financial situation evolve over time.

Asset Management

I Financial Planning

Your custom financial plan serves as a map toward your personal financial destination. This plan takes into account your current financial situation, goals for the future and any challenges you may face throughout your journey.

We incorporate a wide range of strategies, services and resources to help ensure all aspects of your financial life are well cared for. Based on your specific situation, your plan may incorporate any combination of the following strategies.

On a regular basis, we meet with you to review progress toward your goals and discuss how any changes in your life or long-term goals may impact your plan.

  • Retirement planning
  • Retirement income solutions
  • Education planning
  • Tax planning
  • Estate planning
  • Investment management
  • Saving and budgeting
  • Insurance strategies (life, annuity, long-term care, etc.)
  • Large purchase planning (house, wedding, car, etc.)
  • Debt management (credit cards, student loans, mortgage, etc.)
Asset Management

I Charitable Giving Strategies

Many of our clients wish to give back to the communities in which they live and work. If you have charitable giving goals, we can help develop a gifting strategy to maximize your impact while minimizing your taxes. Based on your particular situation and charitable goals, it may make sense to establish a foundation or donor-advised fund.

We can also help you maximize your impact by donating appreciated securities or by directly donating your annual required minimum distribution (RMD).

Asset Management

I Insurance Solutions

Insurance is a vital, yet often overlooked, component of any comprehensive financial plan. That is why we help identify and implement relevant insurance policies to protect your assets, your business and your family.

Our insurance analysis takes into account the following coverage types:

  • Life
  • Annuity
  • Long Term Care
  • Disability
  • Dental
  • Vision

We begin by conducting a thorough analysis of your current risks in order to develop an insurance planning strategy to address them. We evaluate your existing policies to determine if there are any gaps in your current coverage. If we identify a need for supplemental insurance, such as umbrella coverage, we will help implement a policy to meet your specific needs.

Interested in learning more about how we can help chart a course toward your financial future? Contact us to schedule a confidential, no-obligation consultation. We look forward to getting to know you. | 847-249-1531