For more than 20 years, we’ve helped our client family navigate through all sorts of new adventures. It’s about so much more than numbers. It’s about having the information you need to make the most confident decisions in a purposeful manner. It’s about your life. Clarified.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we go all-in, your trusted partner, helping you become the ultimate steward of your resources. We simplify life’s complexities, and work to give you the confidence that you’re making the most purposeful decisions with an eye on the big picture and all that is important to you.
No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most. Your journey begins now. Let us help get you on your way
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
Using a wealth of resources, we gain insight into the risk and return characteristics of your investment options. The portfolio strategies we pursue are modeled on those used by elite institutions to help us select a mix of asset classes that closely matches your individual preferences and appetite for risk. This approach weighs several factors – your goals, time horizon and tax implications – to create a stronger portfolio tailored to you.
Divorce Financial Planning
As a Certified Financial Planner (CFP®) specializing in divorce planning, Jon helps individuals examine the financial implications of different divorce settlement options. Using specialized financial software, he can illustrate both the long and short term effects of particular settlements and how they impact cash flow, net worth and lifestyle. Using this training and technology, Jon can become a very important member of the team, filling in the piece often missing through traditional divorce negotiation.
Estate, Charitable Giving & Trust
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
Having an estate plan to control the distribution of your assets benefits everyone – you, your family and the causes you care about – and can help mitigate potential pitfalls in the future. Our experienced team has the resources to assist your attorney and CPA with a personalized plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most.
- Strengthen Your Legacy
- Protect Your Legacy
- Make Your Mark