Services

Tax Management

Inherited assets have different tax laws. Navigate them with confidence knowing that you aren’t overpaying Uncle Sam. This applies to “In the now” and also “Over your lifetime”.

Transition Strategy

Should you mix inherited assets with your own, or keep them separate? We help answer how and when it’s beneficial.

Early/Partial Retirement

Your inheritance may allow you to retire early or partially. We help you understand how to manage that without running out of money.

Generational Wealth

Gifting and transfer strategies can ensure your next generations maintain the comfort of generational wealth without squandering it.

Family Dynamics

Large sudden sums of money can fracture even the closest relationships. Learn strategies to navigate those conversations and when it’s appropriate to “help out”.

Our Core Values

We find efficiencies in financial situations

Reduce risk
Minimize taxes
Maximize returns
Reduce costs

We make life’s transitions easy

Starting a new company
Having a child
Making large purchases
Retirement
Loss of a loved one

Comprehensive financial planning

Analysis of current financial situation
Vision of ideal future
Simple steps on how to get there

Flexible fee schedule tailored to you

No charge initial meeting
Choice of fee style:
1% Fee on investments managed
Fixed fees per service
Hourly fees for advice

Our Process

When life events change, we seamlessly adjust to suit your needs

Request a Call

01

Discovery

We learn about your goals.

02

Create and Review

We collaborate and use our combined expertise to create and review your plan.

03

Implement

We work with you to implement a step-by-step action plan.

04

Service

Continued service by phone, email, and in person.