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Individuals and Families

Whether you are saving for your first home, college planning, career planning, pre-retirement and retirement planning, we will team up with you to help build a solid financial plan that will help protect your family, your assets and your dreams.

Saving for Your Future Needs

Knowing where to start and understanding your choices can be challenging; we are here to help you every step of the way.   While we understand the big picture, we will make concise recommendations that focus on your specific areas of concern.  Will you outlive your retirement? At what age can you afford to retire? What is a safe withdrawal rate? How will a long-term care event effect your retirement goals? 

The process starts with a conversation, perhaps one of the most important conversations you will ever have.  Our first meeting is called a Discovery meeting.  We have a clear process to help you consider “What Matters Most” and to prioritize your planning in line with your goals and concerns.  We have the tools and the knowledge to help you get from where you are to where you want to go.  

Create a Tax Planning Strategy

Taxes aren’t going anywhere anytime soon.  With sound financial strategies that help ease the burden of your obligations to Uncle Sam.  We will explore many strategies that may make paying taxes a little easier.  We can also work with your tax advisor to design a financial strategy that could help to minimize the impact of taxes.

Legacy Planning

Preparing for legacy after death can help eliminate undue burden on your family in the future.  With the help of an estate planning attorney, we can help you and your loved ones develop a plan that helps to ensure your assets are transferred to your family in a way that avoids any issues with the distribution of your estate and minimizes the effect of taxes.

Planning for College

College tuition costs continue to rise at a faster pace than inflation. We can help you create a savings strategy factoring your timeline, risk tolerance, and tax situation. We will guide you through all of the options available and help you coordinate college planning with all of your other goals in mind. 

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