Our Services While developing a customized financial program, we will walk you through a step-by-step process to help you feel more confident in your decisions.Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following highly-personalized services:Identify investment objectives and risk tolerancesDevelop formal investment plan including setting goals and recommending portfolio structure designed for your specific needs and objectivesIndependent and objective review of products and services in the marketplaceReview and analysis of existing investmentsOn-going monitoring of specific goals and objectives and implementation of any necessary plan changesQuarterly update and education meetingsAdvice and analysis of all aspects of your financial life including major purchases, retirement plans, college plans, estate plansConsulting and evaluation of risk managementActive management of taxes in any non-qualified investment account when applicableAccess to world-class institutional investment moneyComprehensive account aggregation for your family’s entire financial futureOn-going evaluation of results and performanceUse of new research findings and technology to deliver as efficient an experience as possibleTimely response to any questions or concern you have regarding investment portfolios or financial mattersAbility to provide the same level of comprehensive strategies to friends, family and business associates Wealth Management Your wealth management team will share thoughts on investing as well as recommendations on a portfolio construction that matches your unique situation. Your goals, attitude toward risk and age are the foundation to create a sensible mix of investments. Retirement Planning Making the most of your retirement plans and IRAs. Determine how much you need to retire comfortably. Management of assets before and during retirement. Tax Management Looking for ways to help reduce your current and future tax burden. Working closely with your tax professional or referring you to qualified tax specialists. Estate Planning Working closely with your legal advisors to help preserve your estate for your intended heirs. Education Funding Recommending investment and accumulation strategies to help you pay for your children's education. Investment Planning Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and pursue your goals.