Financial Planning

A Holistic Approach to Wealth Planning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 

We work closely with you to understand who you are, what you value, and what life goals are most important to you. We help you navigate your future by integrating your financial planning needs with your investment management strategy.

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Achieving the Retirement You Want

Achieving the Retirement You Want

Every individual is unique and every retirement is too.  For you it may be travel and visiting family, for others more time for hobbies.  Some may want to work part time or in a more impactful career.  No matter what retirement means to you, making sure your financial independence is secure is likely priority number one.  Accumulation, growth, protection or distribution - we will help you through all phases of retirement.   

Learn more
Protecting Your Estate

Protecting Your Estate

Estate planning is just as important to your survivors as it is to you.  Making sure the assets you have worked hard for end up where you want them is critical.  It is only a small piece of the puzzle however.  End of life planning can make an already difficult time easier for your loved ones.  Up front and direct communication can prevent fractured family relationships after you are gone.  Charitably inclined?  Let's make sure you are efficiently completing these gifts.

Learn more
Protecting You, Your Income and Your Family

Protecting You, Your Income and Your Family

A cornerstone of sound planning is ensuring you and your family are protected from cataclysmic events that can derail your long term goals.  Everyone wants the peace of mind knowing that their income is protected in case they can no longer work, their family is protected if they die prematurely or that you and your spouse are well cared for later in life.  Life, disability and long term care insurance are usually necessary but can be expensive and complex to understand.The great thing about us is we are not pushing it on you!  As a fee-only advisor we do not sell any insurance products.  We can help you to identify the coverage you need and help you source those products.

Learn more
Saving for College and Other Major Purchases.

Saving for College and Other Major Purchases.

I want to send my child/grandchild to college?  How much do I need to save for college?  Where should I be saving?    

I've always wanted a vacation property.  How do I save for that?  What is the right way to take ownership?

How do I buy that boat?  Pay for that home remodel?  Pay for my daughter's wedding?

These are all great questions that we can help you answer.    

Tax Planning, Budgeting and Day to Day Financial Questions.

Tax Planning, Budgeting and Day to Day Financial Questions.

Looking to step up your tax planning? 

Trouble with budgeting? 

Questions on whether to buy or lease that car? 

From the simple to the complex, we can help you answer the questions you have or address the issues you are experiencing.  Enjoy the peace of mind of working with a CPA and true financial professional.

Learn more

Have a Question?

Thank you!
Oops!