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Living in Retirement

Enhanced Services

If you can’t imagine traveling to an unknown destination without a roadmap, then why drive towards retirement without a comprehensive wealth plan? 

Our Enhanced Services will guide you from where you are now to where you would like to be in the future.  In fact, as you begin your journey we will update you every step of the way relative to your unique plan.  We will help you chart your future and provide financial peace of mind. 

Take a look at what we have to offer;

  • Portfolio Management
    We will analyze your current financial situation and work to understand what is important to your family today and for the future. Our disciplined four-step investment process allows us to actively manage your assets as the market demands.
  • Wealth Plan
    We will design a comprehensive plan that guides you from your current financial situation to financial freedom. Because your plan will change as your life changes, we will review your situation regularly and even help you anticipate your needs. We utilize a comprehensive program to track your finances relative to your needs all the way through retirement.
  • Tax Planning
    Our team will proactively manage your tax liabilities, income distribution, and tax appropriate investing, and plan for tax significant events.
  • Estate Planning
    We will maximize the distribution of your wealth to meet your objectives. We will establish a comprehensive estate plan and work in close collaboration with your legal counsel so that nothing is left to chance.
  • Risk Management
    Our team will calculate your transferable risk which could be catastrophic to your portfolio. We will evaluate life, long term care, and disability coverage.
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