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We understand that your future is more than just your finances. With your needs, goals, and values at the center of what we do, we take a comprehensive approach to creating a financial roadmap uniquely tailored to you, encompassing each stage of your journey.

We aim to maximize your potential while minimizing the risk through strategic planning and investing.

''Preparedness is the key to success and victory.'' - General of the Army, Douglas MacArthur

Personal Finances

Your financial picture is made up of many components. We will take the time to understand where you are now and where you need to be through a comprehensive, goal-based approach focusing on a plan to help you pursue greater wealth.

What we’ll cover…

  • Goal Setting
  • Review of your budget
  • Cash Flow Analysis
  • Debt Management Strategies
  • Forecasting Future Income and Expenses
  • Net Worth Overview

Income Taxes

Our team of experienced financial advisors are ready to help you with your income tax planning and preparation. Our proactive and holistic approach lets us understand your entire financial landscape and minimize current or future tax liabilities. We provide tax services in all states.

What we’ll cover…

  • Tax Planning and Strategies
  • Tax Preparation Services
  • Review of Previous Tax Returns
  • Tax Withholding Advice
  • Integration of Tax Planning into Overall Financial Plan

Risk Management

We can’t predict the future, but we can help you plan for the uncertainties of life. With a solid plan and foundation in place, you can feel secure about your future, knowing you and your family will be protected.

What we’ll cover…

  • Life Insurance Coverage
  • Long-Term Care Insurance Coverage
  • Review of Health Insurance and Property and Casualty Insurance
  • Income Protection Strategies

Building Wealth

Our custom planning process takes your wealth to the next level through our individualized and all-inclusive approach. We will review, coordinate, and manage your investments so that you can feel confident knowing that your future finances are in good hands.

What we’ll cover…

  • Individualized Investment Recommendations and Management
  • Emergency Savings Review
  • 401k Investment Review and Allocation Recommendations
  • College/Education Planning

Using Wealth

We strive to provide you with the knowledge and education you need to make the most of your wealth. Understanding where to maximize and when to make adjustments is crucial to your success - and we are here to help you feel confident in your decisions.

What we’ll cover…

  • Distribution Planning for Adequate Cash Flow
  • Social Security Strategies
  • Preservation of Assets
  • Strategy Adjustments for Economic Changes or Individual Circumstances

Estate Planning

Protecting you and your family is important to us. We will help ensure you have an estate plan you and your family understand. Whether years from now or in the event of an unexpected death, we want you to have peace of mind that your family is taken care of and that your wealth transfers in alignment with your wishes.

What we’ll cover…

  • Review Current Estate Documents
  • Estate Planning Education
  • Integration of Estate Planning with Overall Financial Plan

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.