What We Do
Our Services
When developing a customized financial program, we walk clients through a step-by-step process that is designed to make them feel confident in their decisions.
Once goals have been established, appropriate strategies are customized to suit each client's vision and objectives. We help clients execute a sound financial program utilizing the following products and services:
Once goals have been established, appropriate strategies are customized to suit each client's vision and objectives. We help clients execute a sound financial program utilizing the following products and services:
Comprehensive Investment Planning
- Personal net worth analysis
- Cash flow analysis
- Tax efficient strategies
- Education planning
- Pre- and post-retirement planning
- Insurance analysis
Portfolio Management
- Asset allocation analysis
- Cash management
- Fee-based investment management and access to professional money managers
- Direct fixed income placement
- Alternative investments: managed futures, hedge funds, private equity lines, direct investment funds and structured products
Specialized Planning for Athletes and Entertainers
- Business expense planning
- Tax efficient strategies
- Disability insurance evaluation
- Extensive cashflow and goal planning
Divorce Planning
- Personal vs. marital property
- Asset valuation and division
- Real estate
- Tax efficient strategies
- Illustrated financial settlements
Estate Planning and Trust Services
- Comprehensive estate planning and analysis
- Trust fund portfolio management and administration
- Philanthropic donor services
- Offshore trust services
Retirement Planning
- Retirement plan design guidance
- Plan portfolio management and administration
- Tax efficient strategies
- Product solutions planning
Liability Management
- Residential mortgages
- Home equity financing
- Small business financing
- Credit cards