Investment Management

Once your comprehensive financial plan is created, we develop your individualized Investment Policy Statement. This becomes our guide to implementing your investment planning goals.   We provide you with quarterly investment performance reports and portfolio rebalancing recommendations when appropriate.

Income Tax Planning and Preparation

We prepare an annual income tax projection to aid in assessing your current income tax burden as well as identifying any tax minimization opportunities.  We prepare your annual federal and state income tax returns.

Estate Planning

We work with your estate planning attorney to implement the planning recommendations made in your comprehensive financial plan.

Insurance Planning

We help you implement the risk management recommendations discovered while preparing your comprehensive financial plan.