Investment Management
Financial planning services to help you reach freedom
Retirement Planning
Estate Planning
Insurance Analysis
Navigating Life Changes
Tax Planning & Tax Filing
Investment Management
Our approach combines proactive rebalancing and ongoing portfolio management to ensure your investments stay aligned with your goals. We focus on low-cost investing through ETFs to maximize your returns while minimizing expenses. With tax-loss harvesting and direct indexing, we strategically manage your portfolio to enhance tax efficiency and provide a tailored investment experience, helping you build lasting wealth.
Retirement Planning
Our financial planning services include tracking your net worth, assessing plan success, and providing a clear view of your financial health through a detailed balance sheet. We compare your current plan with proposed strategies, review annual cash flow, and set a clear retirement goal.
Throughout retirement, we assist with income strategies, review ideal Roth conversions, and provide management for retirement accounts. We also explore social security optimization strategies and navigate Medicare to ensure your retirement is as smooth and secure as possible.
Estate Planning
Your membership includes a comprehensive estate plan with no additional cost for maintaining or updating your documents as life evolves. Create documents tailored to your life stage, such as a Trust, Will, Advance Health Care Directive, Financial Power of Attorney, and Guardianship Paperwork. Easily view your estate value and bring your plan to life with the Visualizer tool, making complex information clear and accessible.
Tax Planning & Tax Filing
Taxes play a critical role in shaping your financial future, which is why tax planning and tax filing essential components included in your membership. Since taxes are intertwined with nearly every financial planning conversation, we ensure they are seamlessly integrated into your strategy.
Whether it's contributing to your accounts during the accumulation phase, planning optimal distributions during retirement, or timing Roth conversions strategically, having the right tax strategies in place is vital. Our approach focuses on finding the most effective solutions tailored to your unique circumstances, ensuring you stay on track toward your goals.
Insurance Analysis
Insurance is a cornerstone of financial security, providing essential protection for you and your family. That’s why comprehensive insurance analysis is included in your membership. Proper insurance planning safeguards what matters most—your loved ones, assets, and future. Whether it’s providing financial support through life insurance, protecting your home and vehicle, or ensuring liability coverage with an umbrella policy, having the right protections in place is critical. Together, we’ll evaluate your current policies, identify gaps, and build a robust strategy to help you achieve peace of mind.
Navigating Life Changes
Your financial journey goes far beyond numbers, and we’re here to guide you every step of the way. From maximizing compensation packages and navigating employee benefits to planning for a new home or supporting aging parents, we help you tackle life’s complexities with confidence. We also provide a safe space for couples to share financial fears and dreams, address money habits, and plan for their family’s future—whether it’s funding education through 529 plans or exploring college and career options with your kids. Whatever stage of life you’re in, we’re here to align your finances with your values and goals.
