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Our Services

Retirement Income Strategies

Approaching retirement with confidence.  We are here to help individuals and families prepare for retirement income challenges to ensure they do not outlive their savings. A common strategy to protect a portfolio is to include a sleeve of guaranteed income to supplement pensions or social security income.

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Investment Consulting

We offer the full range of investment products and services, but we do not specialize in a single product type. We assemble a team of investment experts, including portfolio strategists and investment managers, depending on the clients’ goals. We serve as the clients’ advisor navigating through the financial product marketplace on their behalf.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.

Family Life Planning

We guide clients’ to merge their money life with their personal life so they can pursue their passions and dreams.

Wealth Enhancement

Wealth enhancement is to minimize the tax impact on clients' investment returns while ensuring the cash flow they need. Our clients' experience the benefit of mitigating income taxes when possible.

Wealth Transfer

This is about finding and facilitating the most tax-efficient way to pass assets to a spouse and succeeding generations in ways that meet our client's wishes. We explore alternatives that take care of their heirs.

Wealth Protection

We focus on protecting our clients’ wealth against catastrophic loss, potential creditors, litigants, children’s spouses, ex-spouses and identity thieves.

Charitable Giving

Many of our clients’ charitable giving occurs during life and after death. We work with them to create a plan to fulfill their goals for their most cherished causes.

Relationship Management

We believe relationship management involves three key tasks: first, fully understanding our clients' critical needs and meeting those needs over time through a consultative process; second, assembling and managing a network of financial experts; and third, working effectively with our clients' other professional advisors, such as their attorneys and accountants.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (913) 649-4121