Your Purpose

For many of our clients and employees, wealth and purpose has as much to do with living a balanced life and living for the things that are most important to them, as it does monetary accumulation. That may include family, experiences, faith, travel, business or any combination of goals. It requires a comprehensive understanding of your definition of purpose and your needs and goals. It requires imagination and innovation – creatively paired with well thought-out plans.

As your trusted advisor, we are dedicated to helping you achieve Your Purpose.

Menu of Services

Investment Planning

• Portfolio Review
• Asset Allocation
• Withdrawal and Income Strategies

Estate Planning

• Review of Estate Plan
• Minimizing Strategies for Estate taxes
• Plan for Charitable Giving
• Maximizing Your Legacy

Retirement and Financial Planning

• Retirement Goal Setting
• Social Security Analysis
• Cash Flow Analysis
• 529 College Savings Plans
• Review of Retirement Plans
• RMD’s and Withdrawal Strategies
• Creation of WealthPurpose Plan

Insurance Planning

• Annual Review of Existing Policies
• Insurance Needs Analysis
  • Life Insurance
  • Long Term Care Insurance
  • Review Health Insurance

Cash Flow and Budget

• Review Goals, Expenses and Budget
• Review of Income Sources
• Debt Management

Wealth Transfer, Assistance to Loved Ones

• Gifting
• Caring for Elderly
• Roth IRA’s for Children
• UGMA / UTMA
• Estate Tax Reduction Strategies

Tax Planning

• Tax Sensitive Options
• IRA Contributions and Roth Conversions
• Tax Minimization Strategies

Business Planning

• Company Retirement Plans
• Company Buy-Sell Agreements
• Business Continuity Planning
• Key Person Insurance