Comprehensive Financial Services for an Abundant Life
Let your financial strategy take root through our tailored wealth management and retirement planning services.
Real Guidance for Your Financial Future
By taking the time to understand your unique values and objectives before creating a personalized strategy designed to grow and preserve your wealth, we help bring your complete financial picture into focus.
Financial Planning
Through the Abundant Life Plan, we draft a comprehensive roadmap to help address your specific goals, health care costs and tax-efficient strategies for the long term.
Distribution Planning
As you navigate the critical shift from accumulating wealth to distributing your savings, we help establish a stable and reliable income as you enter retirement.
Divorce Planning
Our compassionate guidance for individuals transitioning through divorce helps inform financial decisions during a challenging time. While not exclusive to women, this support is especially critical for female divorcees.
Asset Management
With risk-adjusted investment strategies aligned with your comfort level, we help preserve your assets and generate consistent retirement income.
Retirement Savings
We optimize your retirement accounts, analyze withdrawal sequencing and coordinate Social Security timing to help maximize your available resources.
Insurance
By evaluating your life, disability and long-term care needs, we’ll work to mitigate risks to your financial foundation and plan for future health care costs.
Estate Coordination
We work with your attorney to help facilitate a smooth transfer of wealth to your loved ones or favored causes while aiming to minimize tax liabilities.
The Abundant Life Plan
Hoping everything will fall into place is not a strategy. Through our five-step process, we’ll help provide clarity and structure to help you navigate life’s complexities and uncertainties.
Quest
Everyone is on a unique financial journey, and to be successful, you need to know exactly where you want to go. We start by gaining a deep understanding of your dreams, whether that involves funding a loved one’s education, traveling or establishing your legacy.
Enlightenment
We conduct a comprehensive collection and review of your resources, from investment statements and tax returns to insurance policies. Once we’ve determined your current trajectory, we’ll identify areas for improvement.
Evaluation
Together, we build a written plan to help accomplish your objectives. We evaluate necessary modifications to your savings, retirement date or appetite for investment risk to establish a clear roadmap for your future.
Execution
We handle the heavy lifting to help execute your personalized strategy. Acting as the coordinator among your team of professionals — including your CPA and attorney — we report progress and hold you accountable for the changes we agree upon.
Monitoring and Adjustment
Your life is dynamic, and your financial plan should be, too. Through annual reviews, we update your approach to accommodate major life events and test the probability of success, helping you remain firmly on track toward a fulfilling retirement.