Executive Financial Counseling

A highly competent trusted advisor and a comprehensive strategy to manage personal financial lives will enable corporate executives to be more focused on business success.

• Assistance in maximizing benefit packages
• Navigating complex tax and investment issues
• Coordination of overall financial affairs
• Integrated asset management
• Explaining impact of complex benefit options in achieving individual financial objectives

Asset Allocation and Investment Management

Determine optimal portfolio design which integrates clients required return to meet goals with comfort level of market fluctuations.

• Determination of individual goals
• Analysis of existing and future resources
• Identify tolerance for fluctuations in values and educate clients about alternatives for reaching goals

Financial Coaching/Transition Management

Perfect for individuals who have relatively simple on-going financial needs but may find themselves making a life transition that will impact their financial situation. Some instances of this would be preparing for retirement, a child going to college, a job change or change in marital status.

Retirement Plan Consulting and Management

Work with business owners to design and implement a simple low cost employee benefit plan tailored to their businesses unique needs.

• Plan design
• Employee meetings
• Assist with enrollment process
• On-going employee investment advice