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Services Provided

Retirement planning is more than just ensuring you won’t outlive your money. It also involves the timing of benefits, including Social Security, and – beyond the money aspects – it’s about how you will make your retirement years personally fulfilling and enjoyable. 

Identifying the right mix of education funding programs and maximizing their use is a complex and confusing process, but there are ways for families of any income level to effectively save for college.

We’ll help you consider choices you can then implement with your attorney. It may involve naming a guardian for minor children, making provisions for dependents with special needs, addressing medical directives and other end-of-life considerations, and help determine when a trust is appropriate.

Your goals and values are the foundation on which your personal financial plan is built.   Everything else is coordinated so that you can achieve your goals while remaining true to your values. 

Accordion ContTaking a fiduciary approach to provide you clear and transparent cost assessment of current and/or future portfolio holdings.ent

Tax planning helps to lawfully structure your income and take advantage of the adjustments, deductions, and credits for which you qualify so that you pay only what you owe when you owe it.

We discuss and explore your long-term charitable wishes and how to best implement them in a tax-efficient manner.

We help develop the appropriate corporate retirement solution for you and your team.  

  • Review existing retirement plans such as 401(k) plans, and provide cost-analysis comparison.  
  • Provide continuing Employee Education at least once a year, with quarterly mini seminars if desired. 
  • Provide Plan Sponsors with a yearly Fi360 Plan Summary.  
  • Provide help and guidance in any buy-sell planning process.

We compile your investments and analyze each for costs, tax efficiency, performance, risk, and diversification.  We help you understand what you are invested in and how your current investments match-up to industry standards. 

Determining what risks, you face, how to protect yourself, and understanding how to maximize insurance and employee benefits packages are all vitally important facets of your financial security.

We’ll help you consider choices you can then implement with your attorney. It may involve naming a guardian for minor children, making provisions for dependents with special needs, addressing medical directives and other end-of-life considerations, and help determine when a trust is appropriate.

We discuss and explore your long-term charitable wishes and how to best implement them in a tax-efficient manner.

Compelled to serve others in a manner that puts THEIR best in interests first and foremost.

Some listen just to provide an answer.  We listen with the intent on providing solutions, but only after knowing the entire story.

We all come from different backgrounds and have travelled different roads to get where we are today.  

Being able to understand others perspectives is KEY in helping someone plan for their future.

We value our clients, and value their trust in us.  Never is that taken for granted and never will it be.  Knowing we wouldn’t be here without them is one of many drivers that keeps us humble. 

Our clients trust in us and our recommendations.  Fortunately the Servant Leader mindset, the call to serve, listening with intent, empathy, and humility all us provide a client experience unlike others.

Put You & Your Family In Good Hands