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How we serve you.

Financial Planning

Financial success is about much more than the size of your investment portfolio.

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To help you gain confidence moving forward, we address your short- and long-term needs and goals by exploring every aspect of your financial life and identifying adjustments that can help you use your resources wisely and protect those resources to support a truly “wealthy” life.

Investment Management

To design your portfolio, we consider what you have, what you are working toward, and how long you have to invest.

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We allocate assets, select securities, and manage risk based on our own experience and insights and the high-quality research of our trusted portfolio managers and management teams at Dimensional Funds, American Funds, FTJ Fundchoice, and Instrategy. Our disciplined, step-by-step investment process supports a long-term approach to growth. 

Tax Strategies

To help protect your nest egg, we apply smart, tax-efficient planning that integrates every piece of your financial life, including your income, investments, estate plan, corporate benefits, and more.

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To help you avoid costly missteps, we take a strategic view of tax planning that considers things like how to diversify taxes in retirement, when and how to claim Social Security, how to reduce capital gains tax for you and your heirs, and much more.

Transition Planning

When you’re facing the unexpected, taking the next step may feel overwhelming.

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We get it…. because we’ve been there. Changes like divorce, loss of a spouse, major career changes, and more can make protecting your wealth particularly challenging. Our goal is to keep you standing tall by guiding you toward a new normal—so you can breathe again. (See our fees for special pricing.)  

Smart technology makes it easy.

Our online financial tools allow us to securely exchange documents with you from anywhere, give you immediate visibility to your entire portfolio anytime and anywhere, and provide a secure "digital wallet" to keep your information safe.
It's just one more way we make the planning process easy.