Individuals & Families

Create the life you Imagine

Financial Planning

  • Cash-Flow Analysis
  • Net Worth Review
  • Risk Management (investment portfolio, morbidity, and mortality risk)
  • Debt Management
  • Life Goals (i.e. travel, large purchases, emergency savings, retirement, etc.)

Retirement Solutions


  • Traditional IRA, Roth IRA, SEP & Simple IRA strategies
  • Roth Conversion Strategies
  • Forecasting (retirement savings, retirement spending, and RMDs)
  • Benefit & Compensation Election
  • Tax Implication Strategies

Businesses & Companies

  • Buy/sell funding
  • Succession planning
  • Retirement plan consulting /401(k) (co-fiduciary and financial wellness)
  • Key employee insurance
  • Employee deferred compensation guidance

Tax Saving Investing

  • Guidance on distribution election, stock options, restricted stock and deferred compensation
  • Roth conversion
  • Tax-loss harvesting
  • Qualified charitable giving
  • Tax deferred growth and tax-free income solutions

Estate Planning Strategies

  • Tax effective wealth transfer strategies
  • Partner with your estate planning professional
  • Introduce you to a trusted estate planning professional if desired

Wealth Building Solutions

  • 360 integration of benefit plan and overall portfolio strategy
  • ETFs, mutual funds, bonds, stocks, municipal bonds (Managed accounts, model portfolios, custom portfolios)
  • Sustainable investing
  • Alternative investments (Real Estate Investment Trusts)
  • Creation and regular review of asset allocation