Accumulation

• Designing a personalized portfolio appropriate to your needs
• Ongoing review of your investments
• Review and recommendations on your employer-sponsored retirement plans

Protection

• Personalized evaluation of potential risks to your financial well-being
• Assessment of employer-sponsored insurance benefits
• Designing solutions fof life, disability, or long-term care insurance needs

Transfer

• Analysis of current estate plan
• Complimentary consultation with your attorney in updating your estate plan

Utilization

• Analysis of your current and future income needs
• Maximizing income strategies to maintain your desired standard of living

Communication

• Access to a client portal that tracks your complete financial picture on an ongoing basis
• Periodic meetings to review your financial goals, concerns, accounts and overall situation
• Periodic news and economic updates

Tax

• Coordination with your accountant to take advantage of all tax reduction opportunities
• Implement strategies to minimize current and future tax liabilities