Your financial affairs are complex. As one area of your financial situation changes, it directly impacts other areas. We can help you ensure that your financial strategy is the one best suited to helping you achieve your financial goals. Some of the areas we can address for your financial plan are:
- Cash/Debt Management
- Investment Plan Review
- Education Funding
- Retirement Planning
- Life Insurance Analysis
- Estate, Tax and Business Succession Planning
- Health Insurance Coverage
- Charitable Giving
Helping You Prepare for What Comes Next
You know where you want to be financially, but how do you get there?
Financial planning and investing should be done with your values and goals in mind. And how successful you are depends on your strategies and the advice from the people you trust to implement your plan.
So why choose us? Our plans are smart, thorough, effective, and based on your unique set of dreams and goals. That way you’re empowered to make informed decisions with a plan that fits you today, and grows and changes to fit you tomorrow.
A Financial Blueprint Just For You
No two plans are exactly alike and, thus, yours is unique. When designing a comprehensive financial plan, we start by investing the necessary time and effort to discover and identify how best to serve the client based on what is most important to them - their values. Next, we systematically analyze the client's current financial situation in the context of the overall market, tax environment, short and long term goals. Then we create a detailed financial blueprint to guide and assist them in achieving their current and future goals. Last, as the client evolves and circumstances change for them, we will regularly evaluate their financial blueprint with them to make sure they stay on track.
Institutional Investment Services
Our institutional clients include foundations, endowments, private/public trust companies and non-profit organizations. We offer the following services for our institutional clients:
- Investment Advisory Services
- Custody Services
- Escrow Services
Individual Retirement Accounts
Individual Retirement Accounts (IRAs) allow your retirement savings to accumulate faster by deferring tax payments or even achieving tax-free growth opportunities. We can provide complete investment management for your IRA, or you can direct your own IRA in a broad range of investments. We offer:
- Traditional IRAs
- Roth IRAs
- Custodial IRAs (Bank CDs)
- Simple IRAs
- Simplified Employee Plans (SEPs)
- Coverdell Education IRAs
Investment management accounts that include non-bank products are not FDIC insured, are not deposits or obligations of, nor guaranteed by, the financial institution or any government agency and may be subject to investment risks, including possible loss of the principal invested