OUR SERVICES

Can you imagine navigating a plane without a flight plan? Why would you try to map out your retirement without a wealth plan? Our Enhanced Services and Wealth Planning Team will guide you from where you are today towards where you want to be in the future. We will review your current financial position and put together a final GPS. In short, we will help you chart your future and plan for the retirement you've always wanted. Take a look at what we offer:

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• Investment Advisory Services

• Financial and Estate planning strategies

• Succession Planning for individuals and businesses

• Insurance and Risk Management

• Tax Planning Strategies

• Executive Compensation – Deferred Compensation

• Philanthropic and Charitable Gifting

• Retirement Planning and Wealth Preservation

 

EXCEEDING EXPECTATIONS

Our commitment to our clients is to provide independent wealth management advice in a cost efficient manner while providing personal service that exceeds their expectations.

EXPERIENCE

Our team has over 180 years of combined experience in the financial services industry. We boast an infrastructure of 75 executive and support professionals, all of whom assist in the execution of services and solutions for our clients.

 

Wealth Management

By incorporating information from our clients’ other advisors (e.g., accountants/attorneys, etc.), we work toward a seamless, successful long-term plan that strives to grow and preserve capital, minimize taxes, and pass assets to future generations, charities, or for other purposes in the most cost-effective manner.

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Tax Planning Strategies

With input from clients and other professionals who serve them, our wealth management process focuses on managing investments in the most tax efficient manner. Through knowledge of a client's tax rate; the timing of investment decisions; and the knowledge of where assets are “housed,” we seek to avoid unnecessary taxes and to optimize cash flow.

 

Risk Management

Client cash flow needs, obligations, unique family considerations and even age, are important considerations in determining an appropriate portfolio asset allocation. With that knowledge and by working closely with a client's legal, tax, and insurance advisors, risks can be mitigated, and the likelihood of long-term goal achievement can be enhanced.

 

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