Broker Check

Personal Planning

Benefit from a long term, trusted relationship by receiving annual financial advice including both our comprehensive Financial Planning and Portfolio Management services, including but not limited to:

Our White Glove Customer Experience

  • Monthly tips and advice
  • Quarterly newsletters
  • Website resources
  • Daily access to CFP(R) professionals
  • Proactively scheduled semi-annual progress meetings
  • We partner with your other Professionals
  • Unlimited phone calls and emails
  • Invitations to client events
  • Subscription to Guideposts magazine

Financial Planning

  • Net worth
  • Cash flow/budgeting
  • Goal definition
  • Retirement planning
  • Retirement Income planning
  • Social Security optimization
  • College saving & planning
  • Tax planning
  • Insurance review & planning
  • Estate review & planning
  • Employee/Executive benefits planning
  • Charitable giving
  • Advice on all topics related to personal finances
  • Tax return review
  • Just-in-case planning; client portal
  • Legacy and gifting planning
  • Self-employed/small business retirement plans
  • Transition planning

Financial Solutions

  • Portfolio management
  • Risk tolerance assessment
  • Unique investment strategy
  • Low-cost funds
  • Globally diversified asset allocation
  • Portfolio rebalancing
  • Tax-loss harvesting

Additional Services 

  • Multigenerational family meetings
  • Odyssey NexGen program