INVESTMENT MANAGEMENT
Save time by outsourcing your investments so that you can spend more time on what really matters to you. We will get to know you and then implement a portfolio that meets your needs.
You will no longer need to worry about:
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Which accounts to use
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How much risk to take
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Which asset classes to invest in
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Which funds to use
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Rebalancing
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How to invest additional funds
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Keeping a long term and disciplined approach
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Responding to market conditions
FINANCIAL PLANNING
We strongly believe that we are not investing in order to reach a specific number or to just continuously grow wealth. We want to use money as a tool to reach your personal goals and live a simpler, happier, and less stressful life.
You can get expert guidance with:
01
Retirement Planning
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When can I retire?
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Alternative Retirement (Semi-Retirement, Sabbaticals, Career Changes)
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Savings Planning
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Withdrawal Guidance (Amount, Timing, Accounts)
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Social Security
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RMD Planning
03
Psychology
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Goals and Values Discovery
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Feeling Confident About Your Finances
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Facilitate Spousal Conversations
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Behavioral Coaching
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Identifying Invisible Scripts
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Peace of Mind
05
Insurance Planning
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Coverage Review (Home, Auto, Umbrella, Life, Disability)
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Employer Benefits
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Individual Healthcare
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Medicare
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Long Term Care
02
Tax Planning
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Capital Gain/Loss Harvesting
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Investment Location
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Roth Conversion
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Stock Option Planning
(RSU, ESPP, ISO) -
Tax Bracket Management
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Charitable Giving Planning
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Tax Return Review
04
Cash Flow Planning
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Life Events: Changing Jobs, Home Purchase, Moving
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Emergency Fund
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Education Planning
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Budgeting
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Debt Payoff
06
Estate Planning
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Support of Surviving Spouse
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Estate Tax Planning
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Gift Planning
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Recommendation of Estate Docs/Attorneys