Addressing the needs of our clients and providing effective wealth solutions begins with a keen understanding of your personal and financial circumstances. Through a collaborative process we help you identify and establish your financial goals and the motivations behind each.
Next, we analyze your current path and provide potentially new solutions and actions to address your objectives. As we develop your plan, special care is given to present solutions that meet both your financial and lifestyle goals leading to a thoughtful and smooth implementation. Then, on an ongoing basis, we monitor and adjust your plan, when appropriate, based on changes in your circumstances or the economic environment.
Comprehensive Financial PlanningRetirement PlanningEducation PlanningEstate & Legacy PlanningTrust Services*Net Worth AnalysisCharitable Planning Cash Flow AnalysisSocial Security & Medicare
Fee-Based Portfolio ManagementPortfolio Review & Risk Analysis Asset Allocation & Sector AnalysisBrokerage Services401(k) PlanningAlternative AssetsPrivate Banking**
Life InsuranceLong-Term Care InsuranceProperty & CollectiblesAnnuities
Retirement PlanningBusiness Continuity & TransitionSuccession PlanningRisk Management
*Trust services provided by RBC Trust, Citi National Bank, Comerica Bank and Trust, N.A., TCA TrustCorp America, South Dakota Trust Co.
**Private Banking provided by RBC
Insurance and brokerage services offered by Regal Securities, Inc.