Services for Individuals

Financial Planning

Financial Planning

If you are looking to build, protect and manage your wealth,  our dynamic process is focused on helping you achieve both short and long term goals.

Investment Management

Investment Management

Our investment management philosophy is focused on maximizing after-tax returns while minimizing risk. Our approach utilizes low cost index funds and separately managed accounts.

Risk Management

Risk Management

Asset protection is a fundamental element of a well-crafted financial strategy.

Life insurance can be used to provide a death benefit to your beneficiaries when you die from a natural or accidental cause. Disability insurance can protect your ability to earn a living in the event of an accident. Property and causality insurance can financially protect you due to claims for accidents causing injury to another person or damage to their property (i.e., casualties). It also provides coverage if your property is damaged or lost such as from fire or theft.

Health insurance can help pay the costs of needed medical care.

Equity Compensation

Equity Compensation

We are experts in helping you evaluate all types of equity compensation, such as: Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), Restricted Stock and Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs).

Trust and Estate Planning

Trust and Estate Planning

A well-crafted estate plan can ensure your assets go to the beneficiaries of your choosing while minimizing the tax burden on yourself and your heirs.

Retirement Planning

Retirement Planning

Whatever your definition of retirement is, we are here to help make it a viable reality. Some common questions people have when planning are: Can I afford the lifestyle I want to enjoy? How will I pay for healthcare? What happens to my assets after retirement ends?