Our Services
We Bring Your Money To Life!™
Cash Flow & Debt Management
- Matching inflows & outflows
- Systematically & proactively reduce debt
- Set priorities & create a plan
Investment Management
- Mirror investment selection to risk profile
- Match goals & objectives to specific strategies
- Tax-smart asset location
- Monitor & re-balance accounts as conditions change
- Review correlation of investments
Special Situations
- Planned or unplanned events requiring cash
- Inheritance
- Caring for loved ones
Family Risk Management
- Transferring risk from family to insurance company
- Protect family from catastrophic events
Education Planning
- Pay for future education from today's income
- Maximize education tax benefits
- Financial aid responsibility
Business Planning
- Maximize owner benefits
- Minimize owner taxes
- Key person insurance
- Tax planning & preparation
Retirement Planning
- Build a retirement savings that matches life expectancy
- Accumulation phase - maximize contributions
- Preservation of principle
- Distribution phase - minimize risk & taxes
- When and how to take Social Security
- Protect my income
Estate Planning
- What happens to your assets when you die?
- How do you want to be remembered?
