It’s time.
Time to get your financial house in order and you’re not interested in your grandad’s financial advisor? If you’re looking for an advisor that won’t talk down to you, bury you in details, try to sell you products you don’t need, and not really listen to you, you’re in the right place!
Financial Planning
Retirement Planning
Education and College Savings
With a dizzying array of options, we can help plan for college expenses for children or grandchildren in the most effective way for your specific situation.
Retirement Income Strategies
We help you manage your assets before and during retirement by working with you to create a retirement income strategy, using your investments to supplement other sources of income such as Social Security and/or pensions.
Risk Management
Existing insurance policies, annuities and long-term care policies should be reviewed periodically to make sure they are still serving the original purpose they meant to serve when purchased.
Estate Planning
We work with estate-planning and trust specialists to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
Financial Coaching
Budgeting
Let us help you live within your means by working with you to analyze your income and expenses,
Debt Reduction Strategies
Debt can be a very emotional issue. We’ll work with you to help you find the best solution to get you debt-free.
A Financial Plan for Your Future
We work with you to analyze your unique situation to make sure your investments are helping you reach your life’s major goals. Your financial plan is a living document which we adjust over time as things change.
Investment Management
Investments
We look at your specific situation, your goals and objectives and help you to understand your risk tolerance. From there, we recommend an investment portfolio suitable for your particular situation. Once implemented, your portfolio is monitored and adjusted based on changes in your life and/or the financial markets.
Reduce Fees
We help you determine the most cost-effective ways to invest by looking across the spectrum of available investment options.
Tax Management
We help make sure your portfolio is tax-efficient by developing tax-efficient investment strategies.
Divorce Financial Planning
Providing Financial Experience During Divorce
We work with couples, individuals, mediators and attorneys through our sister company, Smarter Divorce Solutions, providing financial expertise during divorce. We are trained in all the financial aspects of divorce including retirement plan valuation, marital vs. separate property, and how to best structure your settlement with respect to taxes.
Ready to stop worrying?
Set up your free consultation.
Your session will be our first chance to get to know each other and see if we’re a good fit. To best prepare, having a list of your assets and debts as well as some general financial goals and/or concerns will be helpful.