Live Financial Planning
We specialize in all types of Financial Planning including: Retirement Planning, College Planning, Tax Planning, Estate Planning, Investment Planning, as well as Budgeting and Cash Flow Analysis. All of the planning is integrated into our Live monitoring services so the planning updates automatically as your financials change.
Tax Plus Tax Services
Our Tax Plus Services combine cost effective tax preparation with a comprehensive review for tax efficiency. This allows you to find potential tax savings opportunities and manage your investments to minimize taxes in both current and future years. After all, "it's not what you earn, it's what you keep" that really matters.
Investment Selection & Monitoring
We provide independent and objective advice to assist with choosing the appropriate investments to help you reach your goals. This includes investments available through your employers, Regular & Roth IRA's, College Savings Plans, Tax-Deferred, Tax-Free, and Taxable investments. Types of investments include: Stocks, Bonds, ETF's, UIT's, Mutual Funds, Annuities, Managed Accounts, REITs, Hedge Funds, CD's and Money Markets. Live integration allows us to monitor these accounts and track your progress towards goals. These services are available on transactional or fee based structure.
Insurance Solutions
Protecting your Family as well as your assets is an essential part of a comprehensive financial plan. We can assist in reviewing your current insurance benefits and determining if there are gaps in coverage or other more cost effective alternatives available. Types of insurance include: Life, Health, Disability, Long Term Care, Annuities, Homeowners, Auto, and Umbrella policies.
Family Wealth Management
Our dedicated team is here to assist in all stages of life from Starting a Family to Legacy Planning. We provide the knowledge and tools necessary to help you understand and reach your goals. Our Concierge Desk, Technology Center and Investment Workshops provide additional resources to help along the way towards your goals. That's what "Live Financial Planning" is all about...
Life Coaching
Life coaching is a partnership between the coach and the client, designed to help the client achieve set goals they may be challenged with completing. These goals can be personal, health related, professional, financial, and anything in between. Our Life Coach will assist in guiding you through your challenges, make plans for progression, and assist you in achieving the highest results for the time and effort you put into to your goals.