Tax focused. Outcome driven.

Planning

A comprehensive, written financial plan guides educated and efficient decisions.
Looking at the world through clients’ eyes and coordinating their personal, business, and estate visions and goals can help produce the greatest outcomes. In solving risk-based needs first, protecting income safeguards the creation of wealth.
Each dollar has a unique and time-specific job description: growth, liquidity, education, retirement income, lifestyle enhancement, and dream home.
In the employment and integration of non-market correlated, tax efficient, safe assets.
In proactively managing investments according to modern portfolio theory in alignment with the client's plan and employing professionally created portfolios.
Planning for children addresses both intellectual preparation and fostering financial independence.
In creating a distribution plan to optimize a family's retirement readiness and safeguard their assets and their future.
In inter-generational planning through proper estate strategies and building relationships with our client's parents and children.

In 7-Dimensional diversification - Asset, style, manager, time, tax, location, and behavior.
In employing professionally created, objectively researched, multi-manager portfolios.
Benchmarking and aligning investment decisions to the needs of a client's plan over performing to an index.
Disciplined rebalancing of portfolios (strategically and opportunistically) can potentially reward the investor greater long-term growth and value.
Consistent contributions to a client's strategy regardless of market direction or recent performance.
Integrating and optimizing investments with life insurance, annuities, and long-term care planning can help secure long-term goals.
The greatest determinant of investment outcomes is how an investor responds to market corrections.

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