SERVICES

We pride ourselves on providing full-service retirement planning to individuals, families, and business owners. We take an extensive look at each client’s unique mix of assets and determine how our comprehensive tax and financial planning services can improve their financial situation. Our goal is to create financial clarity for you and your loved ones.​

We offer a number of insurance solutions that can be used to protect more than just your physical assets and loved ones. Insurance can also be used as a leverage for legacy planning to maximize the amount of wealth you can pass on to your loved ones. Insurance is also a great tool to minimize and offset the high costs of long-term care, healthcare, and tax expenses.​​

Making a recommendation on asset allocation is not a one-size-fits-all proposal. We provide you with a framework that satisfies your retirement income needs, and growth expectations based on your risk tolerance at different stages. Asset allocation isn’t something you work on once, knowing who to turn to for advice can make a world of difference.​

Our college planning services help families make informed decisions about paying for college. Our goal is to create a clear, customized strategy that minimizes out-of-pocket costs and maximizes available financial resources.

One essential part of comprehensive financial planning is developing a tax strategy to help minimize current and future tax liability. Tax planning is an integral part of planning your retirement and legacy planning because it directly impacts how much income you will receive and wealth you can pass on to your heirs and beneficiaries.​

We offer one-on-one financial coaching to help you manage budgets, eliminate debt, and build wealth. We also help you set and accomplish your short-term and long-term financial goals.

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It is important to carefully plan for the transfer of your assets to allow the wealth you accumulate to serve a meaningful purpose. We will help you create a strategy using different methods to maximize the amount of wealth you can pass on to your loved ones and transfer your wealth according to your wishes.

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We offer comprehensive property tax consulting for clients who own residential or commercial properties. Services include a review of all clients’ real property values, filing of assessment appeal and prepare presentation and testify for assessment appeal hearings, real estate research, acting as a liaison between the clients and Assessor, provide clients with the knowledge and expertise so they can make informed decisions.​