Wealth Management
Planning today for a better tomorrow.
For many small and medium sized businesses, a full-time CFO is not an option. This means there are many services that a CFO, or virtual CFO, would normally perform that may not be getting done. Budgeting, forecasting, restructuring, buying or selling a business, strategic planning, retirement, the list goes on and on. These are things we work on with our clients every day.
You have goals, we can help.
Financial Planning Services
Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them – providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client’s needs.
Investment Consulting
We help our clients understand and position their investments to serve their financial planning objectives. Looking at key areas such as accountant type selection, asset location, investment allocation, investment fees and tax consequences. From investing for retirement to private placements and pensions we can help you build and implement an investment strategy.
Financial Planning
Building wealth requires a plan and ongoing collaboration, updating and implementation between your key advisors. Your estate plan, financial plan, wealth management strategy and tax strategy need to work in harmony and be aware of each other. Our services provide a experience and level of engagement to help you build wealth and manage wealth.
Retirement Planning
Preparing and transitioning into retirement can be as complex and emotionally challenging as starting a new career in a place. We can help you build a plan to prepare for retirement and turn your years of investing and savings into retirement income. We can help you understand your retirement benefits and when to take social security.
Estate and Business Succession
This type of planning is easy to put off but essential if you have a business or large estate. The consequences to not having a plan in place for either can be very expensive.
Insurance Consulting
Managing risk and uncertainty, protecting your business, family and employes is a difficult task. We provide a process to navigate and understand how to transfer risk, avoid insurance mistakes and find the best insurance services and products to serve your needs. From funding your buy sell agreement, secure key-person insurance, individual life, disability and long term care insurance to structuring benefits to attract and retain employees.