Tax Planning & Tax Returns
Through our partnership with Garrison & Associates we are able to coordinate your financial and investment life with your taxes to help potentially save on taxes or help maximize your savings and distribution of assets in a tax efficient way.
Comprehensive Financial Planning
Do you know if you have enough money to retire and live comfortably? We can create a full financial plan to let you know if you are on track. If it is determined that you aren’t on track we can help identify the holes and determine what you need to do to get where you want to be.
Portfolio Management
Once we have determined your goals and risk tolerance we can help you implement your investment strategy. We use professional, third-party asset managers to provide diversification by management style and asset class to match your risk tolerance and achieve your stated goals.
Existing portfolio analysis
Do you have investment assets with another firm, advisor or multiple investment accounts managed by multiple firms (i.e. old 401k, stock trading accounts, IRA’s) but you question whether or not this is working for you to help achieve your goals? Are you taking too much risk?
Risk Management & Insurance Review
Do you have enough insurance or too much? Have you considered the potential need for Long Term Care? Do you have an existing policy or is it the right policy? When was the last time you reviewed your home, auto, disability or umbrella policies?
Social Security & Pension Claiming Strategies
There are many factors that go into deciding what is the best option for you personally when collecting your Social Security and Pension Benefits. We can help you analyze your options to help maximize your benefits.
Small Business Retirement Plans
Are you a small business owner? Can your small business benefit by adding a retirement plan? SIMPLE IRA, SEP, 401k.
Important Document Review
We will review what important documents you may already have. i.e. Wills, Trusts, Powers of Attorney etc. When were these last updated? What has changed since you last put these in effect?
Maximize Your Company Benefits
Does your company offer retirement plans, deferred compensation, stock options, employee stock options? We can help you review what you have available and make the decision that best helps you.
