Our Strategies

Our Strategies

Life Transitions
Retirement - Marriage - Divorce - Changing Jobs. Planning is understandably a critical part of your life. Keeping an eye on your financial health during life transitions is essential.
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Tax Planning
Evaluate your portfolio’s bottom line through tax-efficient investing. See how year-end planning can lower your tax bill. Should you convert all or a portion of your traditional IRA assets to a Roth account?
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Estate Planning
Do you have questions about estate planning, protecting your assets with a trust, naming a beneficiary, or charitable giving to reduce your estate taxes?
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Wealth Management
What does wealth management mean to you? What should it accomplish? What are the 12 common financial mistakes to avoid?
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Insurance Planning
Is life insurance or long term care missing from your plan? Both may be a cornerstone of a sound financial plan, providing potential financial stability.
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College Planning
College won’t pay for itself. How will you pay for it? You may have more choices than you think. Is creating a college fund on your to-do list? Consider 529 plan options.
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Supporting families through life’s transitions to pursue their goals and leave a lasting legacy.