What We Do

We act as your personal Chief Financial Officer (CFO) to provide holistic financial planning and ongoing coordination of all aspects of your finances for you, your family, and/or your organization.

This includes:

Asset allocation and investment strategies

Asset allocation is the ongoing process of balancing assets within your portfolio to limit risk. This will require an investment strategy, which is a plan of action to guide your investment objectives, to balance risk and reward by apportioning portfolio assets according to your designated goals, risk tolerance and investment horizon.

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Estate planning

Estate planning is analysis, selection and integration of a collection of preparation tasks that serve to manage an individual’s asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law. If you wish, we will be glad to recommend a qualified estate planning attorney to match your situation.

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Financial planning

Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. Remember, financial planning is a process, not a product.

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Income tax reviews

We review personal and business tax returns and the tax implications of individual or business decisions throughout the year, usually with the goal of minimizing the tax liability. This review also has the goal of identifying tax strategies that can assist in meeting your goals and objectives.

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Employee & employer benefits planning

We assist in the analysis, review and recommendation of non-salary compensation for both employees and employers. We are familiar with and can advise you on collection of various benefits provided by an employer, and help determine whether they are exempt from taxation and the conditions that must be met.

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Retirement strategies

We help you clarify the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. We recommend methods and strategies that are customized to your situation with the objective of optimizing benefits to you at retirement

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