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Financial Planning Designed for You

A comprehensive roadmap that seeks to deliver financial security for you and your family.

We provide total financial planning for all our clients. Our approach is customized to meet your specific situation and may include the following planning strategies:

  • Investment Planning
  • Estate Planning Consulting
  • Tax Planning Consulting
  • College Planning
  • Retirement Planning
  • Risk Management


Strategies for Executives

As a driven executive, you may face a lot of professional angst. We help limit your stress with effective financial strategies that help you focus your attention on your career.

  • Cash Flow Analysis
  • Consult on Stock Plans
  • Consult on Stock Options
  • 10B5-1 Planning Review
  • Executive Benefits
  • Review New Compensation Plans
  • Employment Agreement Reviews
  • Retirement Planning
  • Risk Management
  • Tax Planning
  • C-Suite Transition Planning
  • Retirement Planning
  • Charitable Planning
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Strategies for Entrepreneurs

Like many of our clients, we are independent business owners and entrepreneurs. We understand the financial challenges you face and can help guide you with services designed to address your needs.

  • Cash Flow Management
  • Retirement Planning
  • Business Tax Planning
  • Succession Planning
  • Business Development Consulting
  • Ownership Structure
  • Employee-Sponsored Retirement Plans
  • Investment Banking Coordination
  • Business Transition
  • Post-Sale Retirement and Legacy Planning
  • Charitable Planning


Strategies for Federal Employees

We are knowledgeable and adept at helping federal and state government employees navigate the intricacies of workplace benefits programs and pension plans. Let us help you by providing services tailored to your career.

  • Cash Flow Analysis
  • Federal Benefits Maximization Consulting
  • Thrift Savings Plan Counseling
  • Retirement Planning
  • Risk Management
  • Family Financial Planning
  • Short-Term and Long-Term Goal Planning
  • Planning for Life After Federal Service
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Strategies for Young Investors

Young investors may have several competing demands—a new career, living expenses, and student debt, to name just a few. We’ll help you become more knowledgeable about money and investing, and guide you with strategies to address your short- and longer-term goals.

  • Long-Term Investment Strategies and Coaching
  • Budgeting
  • Cash Flow Analysis
  • Goal Planning
  • Family Financial Planning
  • Inheritance Planning
  • Risk Management