Comprehensive Wealth Management can mean different things to different clients. For our team it means ensuring that we able to advise on all aspects of a client's financial life. In order to successfully navigate each client's needs it is important for us to have access and expertise in a wide variety of solutions for our clients.

Below please find a list of the types of services we offer to our clients:

Retirement Planning

Retirement Planning Services

• Goal Planning & Monitoring - helps clients stress test their retirement plans
• Retirement Income Strategies
• Cash Management Strategies for Retirement
• Social Security Strategies
• 401k Education

Investment Management

Investment Management Services

• Portfolio Design & Management
• Asset Allocation & Rebalancing
• Risk Management Strategies
• Assistance with 401ks

Wealth Transfer

Wealth Transfer Solutions

• Trust Accounts & Transfer on Death Accounts
• Coordinate with Estate Planning Attorney to goals are met
• Inherited IRAs & Stretch IRA Planning

Life & LTC Insurance

Insurance Solutions

• Life Insurance - Including UL, VUL, & Term
• Traditional Long Term Care Insurance
• Asset Based Long Term Care Insurance

Education/ Tuition Planning

Education Planning

• 529 Accounts
• Education Planning as part of Estate Plan
• Alternative Education Savings Strategies

Trust Management

Trust Management

• Tax-advantaged Strategies in coordination with tax, legal and other advisors
• Trustee Services provided by Raymond James
• Investment Management for Trust Accounts