We Strive to Save You Time And Be The Partner You Can Depend On
Whether you’re expanding your family, experiencing a career change or preparing for retirement, we’ll help guide you on your path to financial freedom.
The solutions we offer are individually tailored, taking into account your entire financial picture and adapted to who you are, your needs and preferences.
Capabilities
Financial Planning
Financial Planning
Your financial plan is uniquely tailored to guide you to live the life you want. It incorporates your wishes for your loved ones, how you want to manage your taxes, handle risk, and even charitable giving. Our job is to make sure it’s all covered. Your job is to live your life.
Investment Management
Investment Management
Your investments will be managed according to your plan which reflects proven strategies and successful practices. Some of our clients have read Rick’s book, Investing 3.0: What the Creators of Index Funds Discovered and How to Profit from It and sought us out specifically for this expertise.
Tax Planning
Tax Planning
You’ll receive informed advice on issues that help identify opportunities to defer or avoid taxes. We’ll also provide safeguards as we monitor and check for potential problems.
Risk Management
Risk Management
Rest assured that your assets and your legacy are properly protected. Our comprehensive approach to risk management helps you identify and mitigate potential risks while managing costs.
Trust and Estate Counseling
Trust and Estate Counseling
We’ll help you optimize the impact the wealth you’ve created will have on the lives of your loved ones and the charities you support. We help you identify and make all the important decisions, e.g. choice of business entity, business succession planning, retirement benefit planning.
Estate Planning
Estate Planning
Preparing an estate can be a daunting task. We’ll help you develop the essentials including wills, trusts and related administrative documents. Our goal is to help you and your heirs minimize expenses and avoid a public display in court. We can assist you with trust or estate administration and can represent you in either trust or estate litigation.
Transparent Costs From the Start
Our compensation is fee-only and aligns our success with yours. We do not promote commission-based products.