Fewer clients per advisor allows us the time to be proactive and lead the conversation with your other advisors to brainstorm, strategize, and implement. We’re not only by your side as you meet with and think through tax, estate, and insurance strategies, we’re often leading the process.
Strategic tax advice.
Our financial advisors, in coordination with your CPA, will review your tax returns and bring forth various strategies and projections. With our family office-style approach, we’ll help evaluate whether those strategies make sense from both a financial and tax standpoint now are in the future.
Insurance recommendations.
We conduct reviews of your risks and insurance policies, covering life, disability, property, and casualty insurance. We provide guidance including healthcare coverage before Medicare and advice on Medicare options. The best part is that we help evaluate these decisions without selling insurance.
Estate planning assistance.
We review your estate planning documents and integrate your wishes into your investment and financial plans. On the operational side, we help with asset titling and beneficiary designations, ensuring your wishes are clearly defined. From charitable gifting to making gifts to family, we guide you through every step.
