Overview of Our Services

Our wealth management services include most financial areas, however, we choose to focus in three specific areas:

Retirement Planning - up to 3 to 5 year prior to retirement

  • Understand client vision of retirement
  • Understand current financial position and near future expectations for changes.
  • Develop map to connect current position to retirement vision while incorporating other financial goals and "what if" scenarios.
  • Semi-annual progress check against map, assess impact of changes, make adjustments as required.
  • Almost all financial decisions you make can impact your retirement map; therefore, on going communication and analysis is critical.  We can help you understand the impact of changes to your plan.

Retirement Income Strategy - 3 to 5 years prior to and during retirement

  • Understand client vision of retirement
  • Develop map to connect current position to retirement income vision while monitoring for changes; making adjustments as necessary.
  • Design asset management strategy and plan to maximize your ability to achieve the retirement income and lifestyle you desire.
  • Semi-annual progress check against map, assess impact of changes, make adjustments as required.

Asset Management Strategy & Management

  • Develop an investment strategy designed to grow and manage wealth to support your retirement planning goals or retirement income strategy.
  • Create a personalized Investment Policy Statement to serve as a guidepost to achieve asset management objectives.
  • Recommend industry leading money managers to implement your investment strategy.
  • Quarterly assess progress and make adjustments as warranted.