- Families & Individuals
- Business Owners
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Financial Planning
Financial Planning
We believe that financial planning is a process, not a product, and knowing your goals is a great place to start. Our comprehensive strategy is designed to help you uncover your financial goals and create a customized plan that aligns with your unique circumstances and aspirations. With our guidance, you can feel confident that you are on the right path to realizing the full potential of your financial future.
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Investment Management
Investment Management
Investing can be overwhelming, but we're here to make it easier. Understanding the unique needs and objectives of each investor is crucial to us when it comes to designing a customized plan that aligns with your short-and long-term goals. Our rigorous goal setting and fact gathering process allows us to tailor each recommendation to the circumstances of each client, based on objectives, risk profile, liquidity, and taxes.
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Tax Planning
Tax Planning
We understand the importance of minimizing your tax liability. Our team is dedicated to implementing effective tax planning strategies that align with your financial goals while also remaining compliant with all tax laws and regulations.
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Estate Planning
Estate Planning
As you look to the future, you may wish to extend the impact of your wealth far beyond your lifetime. Our advisors will work hand-in-hand with both you and your attorney to develop a tailored estate plan that aligns with your unique needs and objectives. We’ll guide you through the process of creating a will, establishing trusts, and designating beneficiaries to ensure that your assets are distributed according to your wishes.
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Retirement Income Planning
Retirement Income Planning
Planning for your retirement is a critical part of any financial plan, but it can be a daunting task. We take a holistic approach to your retirement income strategy, looking at factors such as your long-term goals, timeline, and risk tolerance. With products such as annuities, insurance, and investments, our goal is to help you retire with confidence.
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Charitable Giving
Charitable Giving
Whether you're passionate about supporting local nonprofits, providing disaster relief, or supporting research for a cure, our advisors are passionate about helping you maximize the impact of your charitable giving. We offer several ways to support your philanthropic goals, including donor-advised funds and charitable trusts. These options not only enable you to make impactful contributions but also offer significant tax benefits.
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Insurance Planning
Insurance Planning
Life is unpredictable, and it's during these uncertain times that we understand the importance of safeguarding what matters most—your family. Evaluating your insurance needs is a deeply personal and important task that we take very seriously. We’ll help you assess your insurance needs in order to choose the right coverage and products to protect your life, health, home, and business.
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Settlement Planning
Settlement Planning
Life events such as filing for divorce, receiving a plaintiff settlement, or winning the lottery can bring both opportunities and challenges. Navigating the complex regulations that accompany these situations requires expert guidance and advice. Rest assured, we’re here to provide you with the support you need during these significant life transitions.
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Stock Incentive Plans
Stock Incentive Plans
Employee stock options can be a valuable form of compensation, but they can also be complex and confusing to navigate. Our team of experts will help you determine the optimal time to exercise your options while also minimizing tax implications.
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Financial Planning
Financial Planning
We believe that financial planning is an ongoing process rather than a one-time solution. Our approach focuses on thoroughly understanding your objectives and tailoring a comprehensive strategy that aligns with the specific circumstances and aspirations of your business. By working together, we can uncover your financial goals and develop a personalized plan that sets you on the path to success.
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Investment Management
Investment Management
Investing can be overwhelming, but we're here to make it easier and help you protect your business. Understanding the unique needs and objectives of each investor is crucial to us when it comes to designing a customized plan that aligns with your short-and long-term goals. Our rigorous goal setting and fact gathering process allows us to tailor each recommendation to the circumstances of each client, based on objectives, risk profile, liquidity, and taxes.
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Tax Planning
Tax Planning
We understand the importance of minimizing your tax liability as a business owner. Our team is dedicated to implementing effective tax planning strategies that align with your financial goals while also remaining compliant with all tax laws and regulations.
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Retirement Income Planning
Retirement Income Planning
Planning for your retirement as a business owner is a critical part of any financial plan, but it can be a daunting task. We take a holistic approach to your retirement income strategy, looking at factors such as your long-term goals, timeline, and risk tolerance. With products such as annuities, insurance, and investments, our goal is to help you retire with confidence.
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Insurance Planning
Insurance Planning
Life is unpredictable, and it's during these uncertain times that we understand the importance of safeguarding you and your business. We’ll help you assess your insurance needs in order to choose the right coverage and products to protect your business. This includes key person insurance policies, specifically designed to provide protection in the unfortunate event of losing a key employee or executive.
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Settlement Planning
Settlement Planning
Life events such as filing for divorce, receiving a plaintiff settlement, or winning the lottery can bring both opportunities and challenges. Navigating the complex regulations that accompany these situations requires expert guidance and advice. Rest assured, we’re here to provide you and your business with the support you need during these significant life transitions.
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Stock Incentive Planning
Stock Incentive Planning
Employee stock options can be a valuable form of compensation, but they can also be complex and confusing to navigate. Our team of experts will help you determine the optimal time to exercise your options while also minimizing tax implications.
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Succession Planning
Succession Planning
As a business owner, you’ve worked hard to build a successful enterprise. Strategies such as buy-sell agreements are critical to ensuring your biggest asset is protected while you are still in the business and can streamline the funding and mechanics of your future exit. When the time comes, we’ll help put a plan in place to ensure the smooth transition of your business to the next generation of leadership or to a future buyer.
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Health & Welfare Benefits
Health & Welfare Benefits
Providing health and welfare benefits can help companies attract and retain top talent, improve employee satisfaction and well-being, and contribute to a positive and productive work environment. From medical and dental to flexible spending accounts and employee assistant programs, we've got you covered.
A web-based application, which we call Personal Financial View, that allows you to view all your key financial documents in one centralized spot. From insurance policies to tax and legal documents, we’ve got you covered.
A web-based application that serves as a centralized hub for clients to easily access their account balances, policies, statements, tax documents, and more. Clients can also view the performance of accounts, link external accounts, and send secure messages.