Frequently Asked Questions

Our wealth management service is a combination of financial planning and investment management.  

Your story is the foundation of everything we do—we work to understand who you are, where you have been, where you want to go, and what keeps you up at night.

Our process combines your story with our expertise to create a plan of action that meets your goals. We’ll be with you every step of the way as you walk into the future you want and the legacy you want to leave.

    • If I Have Enough to Retire?

    • When I Should File for Social Security?

    • How Much Will Medicare Cost?

    • Which Pension Option is Best for Me?

    • Should I Make Any Changes to My Investments?

    • Will I Run Out of Money?

    • How Can I Save Money on Taxes?

    • What Options Do I Have for Long Term Care?

    • How Do I Prepare My Kids For the Assets I Will Leave Them?

    YES! We can help answer all of these questions. Book a consultation to get started.

  • Yes, as a fiduciary, it’s our duty to always act in the client’s best interest.

  • Please CLICK HERE for a detailed explanation of our wealth management fees.

  • To ensure the best experience possible for our clients, we have selected eMoney as our financial planning software. Each client is given access to their own portal, so you can view your overall financial picture, progress, and any reports developed in the planning process.

  • We help our clients implement insurance recommendations, including life, long term disability, and long term care, using a wide selection of companies so we can select the best policy for your specific needs. That being said, our clients are always welcome to use their own insurance professional.

  • Our wealth management clients typically fall into one of two categories: Pre-Retirees/Retirees & High Earning Professionals. Both of these demographics have a unique set of goals and service needs, requiring distinct planning and investment processes.

  • Our specialities include: Tax planning for retirees including Roth IRA conversions, charitable giving strategies, Medicare surcharge reduction strategies (IRMAA), and minimization of required minimum distributions (RMDs).

  • Yes, we currently have clients in over 10 different states. To ensure that our experience for remote clients is as valuable as for local clients, we use:

    • Zoom for virtual meetings

    • A cloud-based financial planning software that provides clients with their own unique portal to view their planning progress, share documents through a secure client vault, and interact with their advisor.