Services
Outsourcing financial management should simplify your life, not create stress. We believe in a comprehensive approach to managing your finances. That’s why we offer tax preparation, financial planning, and investment management all under one roof.
Our comprehensive wealth management services include:
Financial Planning
Every client comes to us with their own unique goals and dreams. We work closely with you to create a comprehensive plan that will help you save for tomorrow while still enjoying today. Services include:
Taxes
We go beyond tax preparation to help you develop an ongoing strategy to mitigate the impact of taxes on your personal finances. Services include:
Investment Management
We provide full-service investment management for all types of short- and long-term portfolios. Services include:
- Cash flow analysis and budget creation
- Review of insurance coverage and estate plan
- Retirement planning (401(k), IRA’s, self employed retirement plans)
- Option and RSU analysis
- College funding options
- Charitable donation planning
- Investment consultation on non-managed assets
- Debt management
- Preparation of your individual tax return
- Tax projection and tax withholding strategy
- Annual tax planning
- Ongoing strategy to mitigate the impact of taxes on personal finances
- Development of an investment allocation tailored your specific goals
- Paperless account application and transfer process
- Web-based performance reporting and snapshot of accounts and total portfolio
- Monitoring of investment allocation and recommendations of changes
- Automatic investment of additional contributions
- Rebalancing of investments
- Tax loss harvesting
Plus
- An initial review of your finances, development of financial plan + ongoing financial planning support
- Bi-annual phone/video call meetings to review progress and new developments
- Unlimited email questions & support