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7 Core Services

1. Investment Management

  • Establish Investment Policy
  • Asset Allocation Strategies
  • Security Selection
  • Portfolio Rebalancing
  • Performance Reporting

2. Retirement Planning

  • Clearly Define Goals
  • Income Planning
  • Asset Preservation
  • Social Security Analysis
  • Financial Modeling

3. Tax Planning

  • Proactive Tax Management
  • Tax-Efficient Investments
  • Tax-Advantaged Investing
  • Cost Basis Management
  • Tax Loss Harvesting

4. Risk Management

  • Overall Needs Analysis
  • Beneficiary & Policy Review
  • Life Insurance Analysis
  • Long-Term Care Analysis
  • Longevity Planning

5. Budget & Cashflow

  • Expense Management
  • Withdrawal Strategies
  • Debt Reduction Strategies

6. Estate Planning

  • Facilitate Conversation w/ Attorney
  • Legal Document Review
  • Health Care Directives

7. Family & Legacy

  • Education Funding
  • Gifting Strategies
  • Multigenerational Planning

Please call our office for more information about our firm and the services we offer.
We would welcome the opportunity to speak with you.


(925) 932-4700