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Our Services

Individual Wealth Management

Providing investment and private wealth consulting:

Retirement means something different to each person. Every client has a different vision of what life will be like in the future.  While we focus on that vision, we also have to see it clearly, objectively. Each person has different challenges. If you have children to send to school, or greater medical needs, your personal inflation rate might be very different than the standard increase in the CPI. Tax considerations could change dramatically. Are these considered by your current plan? What if things don’t go as planned? What if the world changes, tragedy strikes, or health care concerns come faster than expected? If your plan does not take a hard look at contingencies, please call us.

We work with individuals and businesses to evaluate their financial strategies focusing on debt reduction, tax advantaged investments, building wealth and protecting wealth. Having the support of LPL Financial behind us and the flexibility to evaluate the strength and opportunities of investments, life insurance companies, long term care, 401k/457/403b providers etc. without being obligated to “sell” a specific company/product allows us to put our clients first in everything we do.

Tax and Estate Planning

Tax codes can be complicated and confusing—and if you’re not careful, they can become roadblocks to your financial well being. We will help you navigate through the maze to help you preserve and eventually transfer your wealth.

We offer:

•Tax reduction planning

•Tax loss harvesting

•Tax advantaged investing

•Estate planning

•Estate tax planning

•Trust services

•Insurance strategies

•Wealth transfer strategies

•Charitable giving

•Medicaid planning

 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.