You're Age 50+
You Have More Than $1 Million Saved
but you have questions...
Carl & Christine now have a Tax-Smart Retirement Plan!
Earning Trust
Inspiring Confidence
Fiduciary
As a Fiduciary Financial Advisor, we are held to the highest standard of care and are required to act in the best interest of our clients at all times. We are regulated by the state and required to implement certain practices to ensure conformance to the law.
Fee-Only
As a Fee-Only Advisory Firm, we are not compensated based on the sale of a product. A fee-only structure removes the opportunity to obtain a commission and helps avoid the conflicts of interest that are inherent with many industry advisors. It can be viewed as the most transparent and objective form of compensation.
Independent
As an Independent Registered Investment Advisor, our firm provides personalized financial advice to our clients, many of whom have complex financial needs. Our independence ensures that we are not tied to any type of financial products and our advice is not influenced by the agenda of others.
Retirement Planning
Social security and pension analysis
Tailored income strategies
Comprehensive estate review
Healthcare insurance analysis
Business succession planning
Strategies for wealth preservation
Investment Management
Tax-efficient portfolio construction
Non-proprietary investment selection
ETFs and alternative investments
Asset allocation and rebalancing
Inflation and longevity protection
IRA, Roth IRA, SEP IRA, 401(k),etc.
Advanced Tax Planning
Lifetime tax mitigation
Capital gains planning
Estate tax mitigation
Charitable giving and gifting
Defined-benefit plans
Donor-advised funds
Our Community
Working Together
