Individuals & Families

• Wealth Accumulation Planning
• Education Planning
• Retirement
• Investment Analysis & Portfolio Design
• Estate Planning
  • Inter-generational Wealth Transfer
  • Tax Efficient Charitable Gifting Strategies 

STEP 1: INTERVIEW – Personal interview to uncover what’s most important to you/or your family in retirement and identify obstacles to achieving those goals.

STEP 2: STRATEGIZE – Strategy session to work on turning the obstacles identified in Step 1 into opportunities. Here we will develop a game plan for achieving your goals.

STEP 3: IMPLEMENT – Review the game plan, outline steps to implementation and begin steps towards achieving your goals.

STEP 4: MONITOR – Monitor progress towards your goals on a quarterly, bi-annual, or annual basis depending on your preference.

STEP 5: ADJUST – At each stage in your life, we will adjust the plan to accommodate changing life events, personal circumstances, market conditions, new regulations, etc.