A Wide Breadth of Services A Main Street Feel
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:
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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
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Investment Management Services
- Portfolio Design & Management
- Asset Allocation & Rebalancing
- Risk Management Strategies
- Assistance with 401ks
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Wealth Transfer Solutions
- Trust Accounts & Transfer on Death Accounts
- Coordinate with Estate Planning Attorney to goals are met
- Inherited IRAs & Stretch IRA Planning
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Insurance Solutions
- Life Insurance - Including UL, VUL, & Term
- Traditional Long Term Care Insurance
- Asset Based Long Term Care Insurance
Education/ Tuition Planning
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Education Planning
- 529 Accounts
- Education Planning as part of Estate Plan
- Alternative Education Savings Strategies
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Trust Management
- Tax-advantaged Strategies in coordination with tax, legal and other advisors
- Trustee Services provided by Raymond James
- Investment Management for Trust Accounts