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Philosophy

Success is more than just numbers

Achieving performance benchmarks is not our singular focus. We hold equally important how responsive we are to our clients’ needs, the clarity and frequency of our communications, and how successfully we continuously improve our services.

SHORT- AND LONG-TERM
CASH NEEDS
  • Determine if you will be financially independent
  • Define your liquidity needs and identify appropriate funding and borrowing plans
  • Set process to achieve retirement income and education funding goals
TAX STATUS
  • Create plan for concentrated stock positions and compensatory stock options
  • Utilize tax-advantaged investments to enhance after tax return
  • Identify opportunities and liabilities, such as capital loss carryforwards or AMT
  • Plan for special events, such as selling a business or managing a distribution
ESTATE PLANNING GOALS
  • Determine if your current plan reflects your wishes
  • Transfer wealth efficiently
  • Provide guidance to prepare your family members
INSURANCE and RISK
MANAGEMENT NEEDS
  • Assess coverage given the risks you face
  • Identify gaps in your coverage and mitigate risk
PHILANTHROPIC
INTENTIONS
  • Evaluate if you are efficiently meeting your commitments
  • Determine if you have adequate resources to do the things you want to do

We measure our success by our ability to provide our clients with meaningful and rewarding experiences
that continuously improve.