Services

When You See Things Differently, The Opportunities For Financial Success Are Greater!

It's not just about your money, it's about your life. Financial Services Managment professionals understand how complex your life and financial situation can be, and we're here to help. Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future.
financial planners
Financial Planners
funds management
Funds Management
administration and reporting
Administration and Reporting
estate planning

Have a Question About
Estate Planning?

Estate Planning (Will & Trust)

Individuals put off estate planning because they think they don’t have enough assets. Your estate is comprised of everything you own. No matter how large or modest, everyone has an estate that should be protected.

Establishing an Estate Plan

A properly designed and executed estate plan can ensure that your assets and desires are carried out upon your departure. We can help you understand the legal and tax requirements of transferring wealth.

  • Education and Funding for Children and Grandchildren
  • Philanthropic Goals
  • Succession Planning of a Family Business
  • Complexities of Family Relationships (i.e. Second Marriage, Divorce)

Creating a Trust

A trust is created when one person (the trustor or grantor) transfers assets to another person or a corporation (the trustee) to be held for the benefit of himself or others (the beneficiaries). Generally, it is a good idea to establish a trust if you have children or significant assets.

Financial Planning

You visit the doctor to stay healthy. You don't know how to change the oil, so you take your car to the mechanic. Doesn't your financial future deserve the same care from a professional?

Personalized service

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services, and you’ll get nothing less from us.

  • Independent, objective portfolio analysis
  • Asset allocation review
  • Long-term care cost-benefit analysis
  • Estate tax reduction and financial legacy review
financial planning

Have a Question About
Financial Planning?

Business owners are faced with a unique set of challenges, regardless of company size. The goal is simple – provide a meaningful benefit package to attract and retain employees, as well as minimize personal tax burdens on their own income and retirement plans. We strive to address the unique goals and needs of every business owner through a comprehensive array of services.

tax planning

Have a Question About
Tax Planning?

Tax Planning

Reducing taxes is an essential piece in preserving your retirement plan. Tax laws can be confusing, and little mistakes lead to larger tax issues. Each year millions of people overpay in taxes without even knowing it, leading to a lower retirement income. Our financial planners offer retirement tax consulting that pays critical attention to tax liability during every step of your financial planning process to minimize problems and maximize tax deductions.

Tax Diversification

There are several ways to develop a tax efficient investment strategy in order to create more flexibility in managing your taxes now and when you are ready to retire. Your money can be held in three different types of accounts and they are all taxed differently. Our tax planning services include asset diversification into these three accounts in order to create the highest after-tax net retirement income.

Tax-Loss Harvesting

Tax-Loss Harvesting is a strategy our financial planners use to turn money lost from an investment into a profitable opportunity. Our tax planners use the capital losses that inevitably occur to reduce your tax bill. You don’t truly have a gain or a loss on any asset until you sell it. When the asset is sold we are able to use that capital loss to offset your capital gains and income tax. The investment can then be replaced, or harvested, with a similar investment in order to maintain proper balance and diversification within your portfolio.

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