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

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Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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