Building and preserving your personal wealth requires specialized attention. With us, you can get one-on-one guidance and a comprehensive financial plan that helps you manage risks, improves performance, and ensures the growth and longevity of your wealth.
We help you:
- Save enough for a comfortable retirement by identifying your retirement needs, carefully analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement based on your financial situation and risk tolerance.
- Pay for your child’s college education by accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address the potential shortfalls, and developing an optimal savings plan according to your financial situation and risk tolerance.
- Protect your family in case you become physically or mentally impaired by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and unable to manage them yourself.
- Achieve your investment goals by identifying the steps needed to maximize your investment returns, as well as the steps needed to help minimize your risk while increasing the predictability of your investment returns.
- Leave a legacy for your heirs by maximizing your estate value by saving tax dollars, professional fees, and court costs. We will also minimize the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact your estate value. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.