7333 Paragon Road, Suite 250,
In addition to helping you clarify your goals, objectives, and future, we're in the business of creating and implementing a roadmap to get you there. That roadmap is essential when it comes to helping you see that destination, while guiding you on the right path to reach it.
As such, that roadmap includes the following products and services that get you from where you are now to where you want to be.
Our certified planners have the knowledge and expertise to work with you on developing your personal wealth strategy, whether your goal is to enhance your holdings or preserve what you already have. We'll guide you, assisting with comprehensive investment advice, tax strategies, and holistic ideas to bring it all together to improve your financial standing.
Our financial planning services cover it all – from examining your current budget and financial picture to helping you pursue your short- and long-term goals. We work with you to develop a comprehensive picture of your present situation and provide suggestions and advice on what steps to take to reach your goals. We'll also monitor your strategy along the way as your economic and personal situations change.
Whether you've just started your first job and are raising a young family or you're nearing the end of your career, we can provide a goal for your retirement income, then put steps into place to help you achieve it. We'll help you understand your expenses during retirement and what you'll need to pay them, and help you set up accounts and plans to fund your desired lifestyle.
Estate planning means knowing where your assets will go when you're no longer here. As estate planning professionals, we're capable of working with other professionals – lawyers and accountants – to determine what is needed to provide for your dependents, who to pass your wealth to, and how to protect your assets from taxes or loss so wealth can be seamlessly transferred.
Our product suite includes comprehensive insurance policies should the worst-case scenario sideline you from earning a living. Whether you need life insurance to cover your dependents if you're not around or long-term care insurance to help cover the expenses of aging, we can help you determine the best insurance strategy to protect you, your family, and your assets.
As you begin the estate planning process, you may have begun to consider the type of legacy you want to leave behind. Whenever you begin to prioritize charitable giving, we can help you incorporate your charitable goals into your financial plan, find an organization to give to, select the assets you want to give, determine how to make the gift, and how charitable giving can influence your taxes. We can also help you make charitable giving a multi-generational priority through including your family in these discussions.
Estate preservation may not only be something you have to consider during estate planning. Dividing property, estates, and assets under any circumstance can be emotionally taxing and difficult. Through getting to know you and the exact circumstances that surround asset division, we can help you retain and preserve the estate you and your family hold dear. The strategies we use can help keep you from having to divide assets unfairly or have assets removed from your portfolio completely.
Our team is dedicated to helping you realize your dreams. With an understanding of the challenges families face today, we listen, observe, advise, and guide.
You're unique, and our approach takes that into account. Only after we've gotten to know you will we develop strategies and provide advice on the path to take.
Are you ready to determine the path that will get you to a financially secure destination? Get in touch for your no-obligation consultation.