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