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Our Areas of Expertise

By sharing our knowledge of modern investing principles and financial planning techniques, and by aligning those with your deepest values, your personal goals and your aspirations, we help develop the confidence and discipline necessary for you to accomplish your goals through all market cycles and throughout your lifetime.

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FINANCIAL PLANNING

FINANCIAL PLANNING

We work with you and your family to understand your values, your goals and dreams, and the specifics of your situation to develop a plan to build a financial future that gives you comfort, satisfaction, and peach of mind.


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Retirement Strategies

Retirement Strategies

Develop a personalized plan to get out of debt and achieve financial freedom.


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CASH FLOW ANALYSIS

CASH FLOW ANALYSIS

Analyze your cash inflows and outflows to make informed financial decisions for your future.


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Portfolio Management

Portfolio Management

We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.


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Retirement Strategies

Retirement Strategies

Income taxes often represent the single largest expense during a person’s working life and throughout retirement. Estate taxes are complicated and are continually subject to the political process and climate. Both taxes are critical to understand and navigate during the retirement and estate planning processes.


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RISK MANAGEMENT

RISK MANAGEMENT

We'll help you identify the sources of risk in your financial plan. You might choose to transfer some of these risks to an insurance company, some you might choose to minimize or avoid, and other risks you can choose to retain.


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Retirement Strategies

Retirement Strategies

How much will you need to live in retirement? Do you know what accounts will be used first to fund your retirement lifestyle? What account types do you need in retirement? Developing a strategy based on your income sources may help you decide. The good news is you won't have to do it alone.


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SOCIAL SECURITY STRATEGIES

SOCIAL SECURITY STRATEGIES

Social Security can play a key role in your overall retirement strategy, but it can be a complicated system. We'll work together to build an optimal Social Security strategy that helps you meet your retirement goals.


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ESTATE STRATEGIES

ESTATE STRATEGIES

An estate strategy involves more than updating key documents. Let's build a strategy to protect your legacy and fulfill your goals with a comprehensive estate strategy. 


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CHARITABLE GIVING/ LEGACY PLANNING

CHARITABLE GIVING/ LEGACY PLANNING

We can help you create a legacy that makes a lasting impact through charitable giving and estate strategies.


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Life Insurance

Life Insurance

Life insurance is a key risk-management tool that can help you pursue your financial dreams while protecting the ones you love. It can also serve as a tool in certain estate planning strategies. We can help you understand the differences and the opportunities. Then you will be able to make a better-informed decision.


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EMPLOYER-STOCK BASED COMPENSATION

EMPLOYER-STOCK BASED COMPENSATION

Some employees (especially many working for rapidly growing technology companies) receive some of their compensation in the form of employer-stock options (ISOs and non-qualified stock options), restricted stock, restricted-stock units (RSUs), and the right to participate in an employee stock purchase program (ESPP). At the same time, many employees do not fully understand the tax and investment consequences of participating in these opportunities, many times until after decisions have been made. Additionally, there are few resources available to help develop a strategy for the many decisions they will make in the future as participants in these plans.


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SMALL BUSINESS OWNERSHIP

SMALL BUSINESS OWNERSHIP

Owning a small business provides unique financial challenges and opportunities and can often represent the owners’ (and their family’s) single largest asset. We guide you through the transition into retirement and how to utilize your business to support your goals while affirming your deepest values.


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Education Strategies

Education Strategies

With some preparation, we can work with you to help you determine strategically how much you want to contribute to support your children’s education, and then guide you through an optimal path to paying for your children’s education.


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Social Security Strategies

Social Security Strategies

Social Security can play a key role in your overall retirement strategy, but it can be a complicated system. We'll work together to build an optimal Social Security strategy that helps you meet your retirement goals.


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