Comprehensive Defined

A comprehensive approach to financial advice considers all of the Client’s needs, goals, values, and aspirations before making any financial decisions. The review of tax returns, estate plans, investment statements, business agreements and insurance policies will help identify issues and provide comprehensive practical solutions to meet financial objectives.

Our services can include advice on investments, taxes, estate planning, cash flow and debt management, retirement, college funding strategies, insurance, charitable contributions and small-business financial planning. There is nothing that is off limits. If it has to do with money, we help our Clients with it.

Services included:

Ongoing investment management and performance reporting
Tax planning utilizing the tax code to advance the Client’s financial situation
Retirement (forecast benefits, costs, and options)
Insurance protection (disability, life, health, property/casualty, long term care, liability - umbrella, professional, casualty, key employee, healthcare)
Education funding requirements
Employee benefit analysis
Action Plan lists each action to be taken, responsible party, and oversight
Access to a corporate trustee through Fidelity Institutional Wealth Services
Online access to investment accounts through account aggregation