Investment & Insurance Planning

We believe in finding the best investment and insurance solution for our clients. We have a fiduciary duty to our clients, which means that we always act in the best interest of our clients. We make sure every investment or insurance solution aligns with our clients’ goals, priorities, principles, and values.

INVESTMENTS (WEALTH ACCUMULATION)

We believe in a customized approach to investment management. As Independent Advisors, we are not obligated to work with any specific Investment manager. Our allegiance is to our clients. Our independence gives us the ability to select Investment managers that aim to deliver the results we seek. Our success is dependent on the success of our clients.


We have customizable investment strategies to fit every client’s unique needs:


  • Investment portfolios through LPL Financial Services based on our clients goals, principles, and values.
  • Portfolios through LPL Financial Services that support environmental and social change.
  • Investment services to address growth or income.
  • Services to address tax minimization.
  • Options to manage family wealth succession.

INSURANCE (WEALTH PROTECTION)

Every decision we make for our clients is calculated. We are constantly looking for the best outcome with the least amount of risk. The legacy of our clients is our purpose and mission, and we’ll do our best striving to grow and protect it.


We help our clients seek protection against the unknown:


  • Guaranteed income strategies to protect our clients from the risk of living longer than expected.
  • Strategies that aim to protect against stock market volatility.
  • Long term care insurance in an effort to protect families from expensive long-term healthcare bills.
  • Wealth replacement strategies that aim to protect families from financial hardship due to an unexpected death in the family.
  • Protection against the passing or disability of a key person in a family business.

OTHER SERVICES

Comprehensive Financial Planning

Having a retirement plan from a 401(k) provider or an online retirement calculator is often not enough. We offer a plan for our client's financial goals that includes education planning, general financial guidance and life event planning.

Legacy Planning

We help our clients create timeless family documents that pass down values, principles, memories, and life lessons to their loved ones such as a family mission statement, family constitution, and your family story.

Trust & Estate Planning

We want to make estate planning as easy and as painless as possible. That is why we integrated it into everything we do for you from family estate guidance to trust services to ongoing estate planning reviews.