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Now in the Captain seat, you have accumulated your family wealth and looking to grow, preserve and position those assets to transfer efficiently to future generations.  Your Financial GPS will give you a visual path for your assets and options to maximize your legacy.  

Client Centered
  • Personal Financial Website
  • Financial GPS
    • Comprehensive Retirement Planning with
      • Pension Maximizer
      • Social Security Income Maximizer
      • Reliable Income Stream
    • Major Goals/Expenses Planning
    • Estate Planning
    • Tax Planning
    • Executive Compensation Planning
    • Educational Planning
    • Charitable Contribution Planning
    • Risk Assessment
    • Long Term Care Planning
    • Budget Planning
  • Account Aggregation
  • Digital Vault
  • Estate Review
  • Life Insurance Review
  • Asset Position Analysis
  • Customized Portfolio Strategies
    • Unified Managed Account Portfolio
    • Quarterly Portfolio Analysis
    • Concierge Service with external professionals
    • Monthly Newsletter
    • Weekly Market Updates

We will track our progress quarterly and update any changes or goals in your Financial GPS and set expectations for the upcoming three months.