Solutions

Life may bring countless variables to add to your investment plan. These may be problems to others, but with us you can find solutions.

Select a solution below to learn more.

Core Solutions

Investment Planning

Match your financial goals with available resources. Clearly define and prioritize investment goals and strategies.

• Morningstar reviews
• Asset allocation reviews
• Investment performance reviews
• Independent manager selection
• Portfolio risk analysis
• ETF model portfolios
• Investment market overview and analysis
“Building a legacy of wealth starts with good planning”

FINANCIAL PLANNING

Clearly define your current financial position and long term goals. Develop a unique financial plan based on your personal goals and values.

• Cash flow analysis
• Education planning analysis
• Estate planning analysis
• Family gifting programs
• Retirement planning analysis
• Charitable trust planning
• Philanthropy
“Create a road map between where you are and where you would like to be.”

RISK/INSURANCE PLANNING

Identify any long term care needs and factor them into a comprehensive wealth strategy. Protect your assets and transfer possible risk away from you and your family.

• Long-term care needs analysis
• Life insurance needs analysis
• Annuity performance review
“A realistic approach to risk management simplifies the planning process”

FIDUCIARY TRUST SERVICES

Protect your estate and transfer of assets through future generations. A trustee who understands your family’s needs will handle the administrative and technical aspects of a trust.

• Trust services provided by a third party
• Trust services and trust administration
• Estate distribution
“Caring for your legacy is the highest priority”

Additional Solutions

Charitable Giving - Community

If giving back to the community that you belong to is crucial, investment planning to include charitable donations is what you need. We will work together with the necessary parties to reach these goals.

Financial Security - Family

If your family’s long term security often occupies your thoughts, multi-generational family planning can help provide your family a lasting legacy.

Walk Through Our Investment Process

The wealth planning investment process is as dynamic as your needs; and we are beside you every step of the way.
Investment ProcessInvestment ProcessContact Us

Investment Strategy

Considering investment goals, time horizon and risk tolerance, we establish the profile which defines the guidelines of the investment strategy

Conservative

Your Goal:

Preserve value through lower-risk investments.
Graph

CASH: 5%

Fixed Income : 72%

Equity 22%

Alternative Investments: 1%

Moderate

YOUR Goal:

Build returns steadily by balancing preservation and returns.
Graph

Cash: 5%

Fixed Income: 24%

Equity: 70%

Alternative Investments: 1%

Aggressive

YOUR Goal:

Maximize returns by taking a higher degree of risk.
Graph

Cash: 5%

Fixed Income: 4%

Equity: 90%

Alternative Investments: 1%

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