Affluent Individuals and Families

Wealth Planning

Getting to know you, your family, your career, your hobbies, and other interests, defining short- and long-term goals, and developing personalized strategies to help you pursue them.

Asset Management
Analyzing your particular investing behaviors, individual preferences, and the asset classes that align with your risk tolerance.

Retirement Planning Strategies
Comprehensively reviewing your savings, investments, Social Security and Medicare benefits, long-term care expenses, and cost of living.

Risk Management
As fully-licensed insurance professionals, we can provide comprehensive consultation to address your concerns around unforeseen life events, including long-term care insurance and disability insurance.

Education Planning
Identifying potential tax incentives through 529 Plans and other Education Savings Accounts.

Legacy Planning
Reviewing and discussing estate planning issues, wills, trusts, and tax-efficient investing strategies.