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Financial Planning

We help you understand your total financial situation and help you prepare for major life events. Our goal is to have your finances positioned appropriately so that you are able to satisfy your need for income, liquidity, and the transfer of wealth.

We provide you the following services:

  • We analyze your assets, liabilities, and cash flow circumstances and give you recommendations on improving your net worth.
  • We analyze your investments and help you understand the volatility of your portfolio and whether you are on track to meeting your financial goals.
  • We provide you asset allocation strategies with the goal of minimizing the volatility of your portfolio and enhancing the potential return of your portfolio at your appropriate level for taking risk.
  • We provide you education planning and retirement planning analysis. We will show you if you are on track to meeting your goal and give you recommendations on the best type of savings account to implement your savings plan.
  • We help you with stock option exercise planning.
  • We help you work toward reducing your risk in highly concentrated stock positions through a systematic stock reduction plan or through the use of hedging strategies.
  • We analyze your insurance needs and make recommendations that advantage your unique situation and financial goals.
  • We assist you with your estate planning needs and make recommendations on the tools that are available to you to help you execute your wealth transfer goals. (See Corporate Trustee Access)

We are committed to providing you comprehensive planning from the creation of wealth to the efficient transfer of wealth with a constant awareness of minimizing taxes.