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Wealth Management and Tax Services

Financial Coaching

Educating our clients about finances is our priority.  We work with you one-on-one to help you build a financial roadmap and hold you accountable in its execution. We help you create a personalized plan for your future based on your goals, needs, and dreams. We will make sure you are on the right path to achieving your financial freedom.

College Planning

A significant concern among families is determining how they will pay for their children’s college expenses and balance their retirement planning. We can provide insight and advice regarding savings options, including 529s, education savings accounts, and education trusts.

Insurance

Establishing proper insurance coverage is critical to creating a sound financial plan. Whether it’s to ensure that your family is taken care of, your business is protected, or long-term care costs are covered, we can help you evaluate your options and determine the appropriate solutions based on your unique situation and future needs.

Investment Management

We work closely with you to determine your objectives, risk tolerance, and investment horizon. We continuously monitor your portfolio and conduct regular performance checks to ensure your portfolio is positioned to help you pursue the greatest potential return while managing overall risk.

Tax Planning Strategies

It is critical to use a comprehensive approach when it comes to growing and protecting your assets. Leveraging income tax laws is a major component to this strategy. Working with an advisory practice that also has an accountant on the team ensures that all details are considered and the right choices are made.

Retirement Planning

Income planning is a critical element of a solid retirement strategy. A primary financial goal is to have a consistent and reliable stream of income that will last through retirement. We can help clients address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to help ensure your assets last.

Estate Planning

Many individuals want to leave a legacy for their family, loved one, charity, or cause. Estate planning is critical to ensure your wishes are carried out. We can assist with your estate planning needs, including offering insight and appropriate recommendations on how to adequately protect your family and transfer your estate.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

(847) 852-1420