We help you…

Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

Pay for your child’s college education by accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.

Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

We help you…

Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs.

Minimize the costs of probate, creditors, lawyers and estate taxes, which can negatively impact the value of your estate.

Stay in control of your affairs by providing a roadmap for passing your estate on to your heirs.

Know your legal and financial rights by helping you navigate state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRAs, 401Ks, annuities, burial or cremation costs, and intent regarding death-postponing treatment.

We help you…

Look out for your parents’ or grandparents’ best interest, by assisting them with day-to-day financial tasks that become increasingly difficult for the elderly.

Know your family member’s needs are being met by keeping you informed of every step we make. 

Reviewing and paying household bills, including check writing and checkbook balancing, deposits, budgeting and record keeping.

Monitoring investments and planning retirement account distributions to meet their needs and goals while safeguarding against improper disbursements.

Offer guidance and answer questions regarding household issues, Social Security, Medicare, long-term insurance, caregiver assistance and more.