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Financial Planning

Financial planning is an evolutionary process with our clients. We will walk side by side with you through the different phases of your journey.

OUR FINANCIAL PLANNING SERVICES INCLUDE:
  • Executive Benefits
  • Equity Compensation
  • Tax Planning
  • Risk Management
  • Charitable Gift Planning
  • Education Planning
  • Trust & Estate Planning
  • Life Transitions
  • Multi-Generational Planning
  • Retirement Planning
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Discovery

We begin our process with a “Discovery Meeting” to understand your lifestyle, needs, values, relationships, assets, and goals. We will use the information gathered in this meeting to identify the challenges you face and formulate solutions.

Planning

In the planning phase, we analyze your current financial picture in order to build a plan and make recommendations tailored to your specific needs.

Implementation

We present our recommended investment strategies for improving the probability of achieving your goals and then put that plan into action.

Monitoring
We will monitor and update the plan we have created together and conduct regular meetings to review progress toward achieving your goals.

Let’s talk about your goals →

Investment Management

We focus on customized portfolios for our clients. 
We do not utilize cookie cutter asset allocations; rather, we build individualized portfolios for our clients.

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  • WEALTH MANAGEMENT

    Executive Benefits

    We help you connect all the dots of your complex financial life.

    LET'S GET ORGANIZED
    Executive Benefits

  • WEALTH MANAGEMENT

    Equity Compensation

    Maximize your benefits and align your financial plan with your vesting schedule.

    LET'S GET ALIGNED
    Equity Compensation

  • WEALTH MANAGEMENT

    Tax Planning

    Analyzing potential avenues for savings can boost your wealth accumulation.

    LET'S FIND MORE SAVINGS
    Tax Planning

  • WEALTH MANAGEMENT

    Risk Management

    We help you mitigate uncertainty in your investment decisions.

    LET'S BUILD MORE SECURITY
    Risk Management

  • WEALTH MANAGEMENT

    Charitable Gift Planning

    Tailored solutions to ensure you can support the causes most important to you.

    LET'S GIVE SMARTER
    Charitable Gift Planning

  • WEALTH MANAGEMENT

    Education Planning

    We help you identify tax-advantaged options to assist your kids and grandkids in paying for college.

    LET'S GET AHEAD
    Education Planning

  • WEALTH MANAGEMENT

    Trust & Estate Planning

    Make sure your family is protected and enjoy tax benefits for yourself and your heirs.

    LET'S PLAN FOR THE FUTURE
    Trust & Estate Planning

  • WEALTH MANAGEMENT

    Life Transitions

    We help you incorporate your new financial position with your goals when life throws you curve balls.

    LET'S GET ON TRACK
    Life Transitions

  • WEALTH MANAGEMENT

    Multi-Generational Planning

    You should feel secure in transferring your family’s wealth and legacy to the next generation.

    LET'S CREATE A LASTING LEGACY
    Multi-Generational Planning

  • WEALTH MANAGEMENT

    Retirement Planning

    A strong plan can help you find both financial security and meaning in this new phase of life.

    LET'S TALK
    Retirement Planning

    Get started today

    Let’s connect over a cup of coffee – or if you prefer, we can meet virtually. We meet you where you are.

    SCHEDULE A DISCOVERY CALL

    Did you know we work with many of our clients completely virtually?

    Whether you’re in Fort Lauderdale or Fairbanks – or anywhere in between – we’re happy to serve you outside of the traditional brick-and-mortar advisory relationship. Our clients can opt for virtual or in-person meetings as their needs require.

    LET'S TALK