Financial Planning

Our investment management needs to be planned and coordinated with an overall financial strategy. In addition to investment management, we will review your estate planning, income tax planning, insurance planning and cash flow/retirement planning in order to coordinate all of the financial disciplines into a comprehensive strategy. We will:

  • Review your estate plan and suggest strategies for tax minimization and asset distribution.
  • Review your income tax returns and suggest income tax strategies; we place significant emphasis on capital gain and loss planning.
  • Review your insurance needs and your current coverages to be sure your objectives are being met with appropriate insurance solutions.
  • Provide cash flow and retirement planning to review your ability to meet your objectives to attain financial independence.
For us and for you, investment management goes well beyond managing portfolios of stocks and bonds.