How We Serve You On Your Financial Planning Journey
Fee-Based Planning
Rooted in the desire to serve others, we keep YOU at the center of all we do. With our fee-based planning approach, you’ll know exactly what you’re getting, with clear outcomes defined and priced from the start. You deserve to be confident that the wealth management team you are working with has got you and your family’s best interests at heart.
Wealth & Investment Management
A personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals and align your comfort with market risks along the way. With our long-term approach to investing, success of your plan will be based on achieving outcomes, not chasing returns or beating an arbitrary index.
Retirement Planning & Distribution
No matter what you see yourself doing in retirement, we help you navigate the complexities of making the transition from accumulating wealth to spending it efficiently. Let’s make sure that your dreams for retirement can be reached, when you want to reach them, and give you the confidence you need to thrive during your retirement years.
Owner's Suite® Total Wealth Planning
Designed to create a tailored strategic plan that integrates your business and personal wealth goals, our Owner’s Suite® Total Wealth Planning engagements help business owners navigate critical business decisions, build your team, and maximize your business opportunities, while staying focused on the outcomes that are important to you and your family.
Charitable Giving
Through charitable planning, we help clients steward their wealth with an abundant mindset while maximizing tax efficiencies. By leveraging things like donor advised funds, family foundations, and gifting appreciated assets, we can help you create more meaning with your philanthropic efforts.
Generational Planning
As a generational firm with cross-generation pricing options on both our fee-based planning and wealth management services, you can rest assured that when it’s time for your kids and grandkids to start managing the finances, they will have a partner who knows the history & insight of your unique family.