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Financial Planning and Wealth Management

A clear road map is essential to a successful financial planning.  The first step is getting to know you.  This allow us to identify your goals, investment objectives, time horizon, near/long term events and what is important to you.  Next, we develop the plan of action which may include working with other advisors such as attorney and accountant.  Then, we implement the plan.  After this, we monitor, do plan review on a regular interval and adjust the plan when there is life change.

Planning services 

  • College Plans
  • Estate Plans
  • Tax Plans
  • Retirement Plans - IRA, SEP, 401K, 403b
  • Profit Sharing Plans Tax Plans

Investment Management

  • Asset Allocation Analysis
  • Tax Analysis
  • Risk Analysis 
  • Portfolio Implementation and Trading 
  • Portfolio Rebalancing 
  • Tax Loss Harvesting 
  • Quarterly Reporting 
  • Ongoing Research and Client Communication 

Risk Management

  • Life Insurance - family protection, liquidity needs and estate protection strategies
  • Long Term Care
  • Disability -  Income replacement