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Wealth Solutions

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.

Financial Planning Services

Comprehensive Financial Planning
Retirement Planning
Education Planning
Estate & Legacy Planning
Trust Services*
Net Worth Analysis
Charitable Planning
Cash Flow Analysis
Social Security & Medicare

Portfolio & Asset Management Services

Fee-Based Portfolio Management
Portfolio Review & Risk Analysis
Asset Allocation & Sector Analysis
Brokerage Services
401(k) Planning
Alternative Assets
Private Banking**

Insurance & Risk Management Services

Life Insurance
Long-Term Care Insurance
Property & Collectibles

Business Strategies

Retirement Planning
Business Continuity & Transition
Succession Planning
Risk 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.

Engage us in a conversation and learn more about how we can help you achieve your purpose.

Thank you!