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- Our Select Lineup has a simple goal, with no concern for anything else: Create the highest return possible for the selected amount of risk.
- Our ESG Lineup has the same goal, but instead of ONLY looking at the rate of return, we ALSO consider non-financial factors (like the environmental or social responsibility of a company) to decide it’s place in a portfolio.
- Our Tax Aware Lineup has the same goal as the Select Lineup, but we intentionally give up a bit of the total earnings to reduce the taxes you’ll owe. This makes the tax adjusted return (what you take home after taxes) higher for people in the highest brackets.
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- Wills
- Life insurance trusts
- Charitable trusts
- Marital agreements
- Foundations
- Revocable trusts
- Durable powers of attorney
- Special needs trusts
- Irrevocable trusts
- Healthcare powers of attorney
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- To protect yourself & your family while you’re alive If you become incapacitated, having a solid estate plan can protect your interests & give your loved ones authority to act on your behalf.
- To provide clarity Providing clear instructions on how assets should be passed along can reduce disagreements among family members.
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Hiring Us To Analyze
Your investments comes with no long-term commitment. Think of it as a professional second opinion that you can take or leave, no strings attached.
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It’s impossible to say for sure, but there are a few things to keep in mind:
- The more short-term volatility you decide to endure, the more your long-term returns will be.
- Success in investing is not so much tied to achieving a higher return, but to achieving your financial goals. Money is only worth what it will buy you anyway.
- The answer to this question is dependent on many factors, all of which are continually changing, both inside your own mind and in the outside world. So it’s an important question, and one to keep asking.
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Small Business Owners
Financial planning services to make the most of your largest asset - your business.
Individuals And Families
Personal financial planning services for every area of your life.
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Small Business
Owners
Is there a tax law you’re not aware of, or a benefit you’re not maximizing?
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Investment Management
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Everyone at our firm spends one work day a month volunteering.
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Everyone at our firm spends one work day a month volunteering.
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Everyone at our firm spends one work day a month volunteering.
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Everyone at our firm spends one work day a month volunteering.
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