Will my retirement plan get me successfully through retirement?
We understand that the ever-changing market environment is cause to regularly examine your financial situation. You need to be confident that you’re on the right track. Our advisors have expertise with planning for this stage of life and will take you through a thorough and thoughtful process to help you understand and be confident in your retirement plans. Analyzing your current investment strategy can help you know if you are on track. We perform a gap analysis to uncover inefficiencies that may exist in your portfolio.
What are my best options for putting my kids or grandkids through college?
Whether you are a parent, grandparent, or loved one, understanding your goals and options is the first step. Your education strategy along with early preparation will help you maximize savings programs and potential tax benefits.
What is the best way to transition my wealth to future generations?
As in all phases of life, proper planning is the foundation for a successful outcome. Having a legacy plan in place assures that not only will your money transition, but that your “money values” will continue to be aligned for future generations to come. For many of our clients, they desire to gift to family or non-profit organizations. However, the last thing they want is to put their current or future situation at risk. This is why we take you through an assessment process that looks at your current needs, future needs and resources as we help you determine the right amount and right time to make gifts.
As a same sex couple, how does changing legislation affect us?
Understanding the changing environment is the foundation for your decision-making. Whether it’s your investments, Social Security options, or just general financial and estate planning, we take a strategic approach to helping you feel comfortable with your financial life.
What if I have questions not related to my portfolio?
Our commitment to proactive and thoughtful financial advice means we are here to help you with questions relevant to each new stage of life. We’re here for you, as a place to receive trusted, well-thought-out advice.
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