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 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)
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.
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.
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.