611 Beckwith Drive
A successful wealth management strategy is one that helps provide for you and your family today, and may preserve your estate for future generations. To achieve this success, a financial strategy must be comprehensive. We work with your attorneys, trustee, accountant and other professionals as necessary to create a customized strategy that considers your various wealth management needs. Depending on your stage of life and financial concerns, we will help you find the appropriate strategies for issues such as funding for retirement, education funding, tax-advantaged investing, protecting your assets and your family, and organizing and distributing your estate.
Portfolio Building — Through asset allocation, we help develop an investment strategy that balances potential risk with return by diversifying your assets across multiple investment categories. We'll take into account your risk tolerance, liquidity needs, as well as your short and long-term goals.
Retirement Income Planning — In planning for a secure retirement, we help evaluate your retirement income needs as well as assist in implementing the resulting retirement strategies.
Education Funding — We help you choose the right savings and investment vehicles, as well as appropriate plans available for financing your child's, your grandchild's, or even your own future education.
Investment Planning — Asset Allocation does not guarantee a profit or protection from losses in declining market.
Survivorship Protection — We can help you develop a survivor protection strategy using life insurance to provide the income your heirs will need to maintain their lifestyle.
Asset Protection — We recommend and design strategies to help protect your life savings and your independent lifestyle using various financial vehicles to help safeguard your financial future.
Disability Income Insurance — Often overlooked is the need to protect your current income stream and future earnings in the event of a disability. We can recommend strategies to help you protect your earnings so that you can help maintain your financial independence and continue to fund for your future retirement or personal financial goals.
Long Term Care Insurance — We can help protect your assets from the rising costs of long term care. A Long Term Care strategy helps maintain your financial freedom and that of your loved ones.
Trust and Estate Planning Strategies — With an effective trust and estate planning strategy, you control your assets according to your wishes in a tax-efficient manner, reduce administrative costs, and ensure the proper management of your affairs should you become unable to handle them.
You may also be interested in developing charitable or family gifting strategies to share the wealth you've built. Based on your individual situation, we recommend techniques for taking advantage of these opportunities.
Working closely with your legal and tax advisors, we can help you reach your business and estate planning goals with creative strategies that will help to maximize your personal benefits, provide benefits that will help attract and retain employees, protect against the loss of key employees, and create ownership succession strategies. These strategies can help you grow your business and transfer wealth to future generations. Once your customized plan is in place, we continue to support you by conducting ongoing reviews to help keep your plan on track.