Our Services
"Your Journey, Our Services,
Your Peace of Mind"
Rooted in the fee-only, fiduciary standard of care, securing your financial future is our primary goal. Creative planning and sound investment management create possibilities not previously identified. Our approach is not confined to traditional methods; instead, we explore innovative strategies to unlock a broader range of possibilities tailored specifically for you. We believe in thinking outside the box and fostering a creative mindset when planning for your future. This is what sets us apart.
Foundations and Endowment Planning Services
We offer specialized fiduciary asset management for Foundations and Endowments. Collaborating closely with Directors and Boards, we align endowment and investment policies to meet your organizational goals. Our customized investment strategies include risk assessment, time horizon planning, asset class selection, and re-balancing guidelines.
Retirement Plans for Companies
A well-designed retirement plan can be a win-win for both small business owners and their employees, contributing to financial stability, attracting top talent, and fostering a positive work environment.
We work closely with business leaders to understand their goals and provide experienced insights about the features and benefits of various retirement plans.
We specialize in assisting business owners with low-cost retirement plans, including 401(k), Cash Balance Plan, SEP, and SIMPLE IRAs, along with employee/plan participant education
Regulatory Forms
The attached forms provide a detailed regulatory view of who we are and what we do.
Financial Planning
We believe in the power of creativity when it comes to financial planning. Your financial journey is unique, and so are your possibilities and opportunities. We're here to craft personalized strategies for you. Our approach is designed to identify and explore possibilities that may not have been previously considered. Recognizing your distinct goals and aspirations, we take a bespoke approach, ensuring every strategy is designed to align with your individual circumstances. This commitment to customization sets us apart, reinforcing our dedication to providing solutions that resonate deeply with your vision for the future. Your financial well-being is our priority, and we're here to tailor a path that's uniquely yours.
Portfolio Management
Your portfolio is the foundation of your financial security. Therefore, your portfolio management should be tightly integrated with overall goals and risk tolerance levels. With our in-house developed financial plans, this is of the utmost importance to us. The benefits of tight integration allow for cash flow and income tax planning, optimal asset location, opportunistic rebalancing, regular tax-loss harvesting, as well as account servicing and maintenance.
Our team boasts expertise in stock valuation and optimizing corporate benefits, including equity compensation. We are able to support clients who receive equity compensation or those who have concentrated stock positions.