WHAT WE DO
moral audit
Knowledge is power so equip yourself with the facts to make educated decisions about your investments. Our complimentary moral audits screen for the issues that matter to you—anything from human trafficking to tobacco to GMOs. The results come coupled with an in-depth performance analysis.
financial planning
Not sure if you’re on track for retirement? Stop wondering and know for sure with a comprehensive analysis of your entire financial picture. Our plans use highly sophisticated software to deep-dive into six major areas of planning: cashflow, investments, retirement, insurance, taxation and estate planning.
coaching
The best ideas in the world don’t come to pass without intentional planning and disciplined execution. For many, hiring a financial coach is the key that moves them from passivity into action. Stop putting your dreams on hold and get the help you need to experience financial breakthrough.
TOOLS WE USE
accumulation
Choosing the right type of accounts and underlying investments is crucial to reaching your life goals on time. We specialize in 401(k) and 403(b) plans, IRAs, individual, joint and beneficiary accounts, and much more. Allow us to guide you to your destination using ethical and risk-appropriate strategies for growth.
income
How does one turn a nest egg into income that will last the next 20, 30 or 40 years of life? Tap into our in-depth product knowledge of annuities, mutual funds, REITs, and a full suite of professionally managed portfolios to put to work the right income strategy for your retirement or lifestyle needs.
protection
Life is full of unexpected events—some that can wreak havoc on your financial hopes and dreams. Get the peace of mind you need with the right protection measures in place. Allow us to review your existing policies and prescribe the correct type and amount of life, disability, and long-term care coverage.
tax-efficiency
All our investment recommendations are developed to minimize the burden of taxation and maximize the impact of your dollars. We will work with your tax-professional to optimize: portfolio rebalancing, charitable giving, employer stock incentives/awards (ISOs, RSUs, ESPP), and tax gain/loss harvesting.
legacy
Perhaps you’re looking out beyond the end of your life, asking yourself what kind of impact you will have on your children, grandchildren, church or community. Allow us to show you how to set up an estate plan, designate your beneficiaries, and create value now and tomorrow through charitable giving.
education
A high-quality education is one of the best assets a parent can give a child toward equipping them for the future. We’ll help you get ahead of the curve by employing the right tax-advantaged accounts for tackling the high cost. We offer 529 Plans, custodial accounts, transfer to minor accounts, and Roth IRAs.