Financial Services We Provide
ONE-ON-ONE COMPLIMENTARY CONSULTATION
Everyone has to start somewhere and we are here for you. We meet you exactly where you are, even if you’ve just begun to identify your financial goals. Our consultations are either in-person or via Zoom and are absolutely free of charge. We value the opportunity to introduce our firm to you so you can make an informed decision about working with us.
RETIREMENT PLANNING
We provide retirement planning that works. The concept of retirement is changing, and we’re all living longer, so effective planning is more important than ever. There are no shortcuts to generating wealth, but we guide you toward your goals with the principles you need for success.
ESTATE PLANNING
We help you find the right balance between enjoying your wealth now and setting some aside to pass on to your loved ones. We can guide your financial decisions for years to come, partnering with you to create the legacy you envision and to ensure your wealth transfers in the way you want.
STRATEGIC INVESTING
We consistently monitor and manage each and every client’s portfolio to ensure they are optimally allocated. We apply our experience and our research to understand the opportunities as well as the risks in today’s complex markets. Our approach is hands-on and tactical; we do not rely on data from static models to inform our investing strategies. We position you to take maximum advantage of market gains and also to effectively navigate stormy seas when they arise.
PORTFOLIO ANALYSIS AND MANAGEMENT
We ensure your portfolio is performing optimally by drawing on market data and analytics, and we share that essential information with you. Our proprietary tools allow us to quickly and easily see the key attributes of a portfolio, compare it against market metrics and manage it to meet your evolving needs. For our prospective clients we provide, free of charge, an initial portfolio review with recommendations as part of the process of getting to know one another.
HOLISTIC FINANCIAL ASSETS MANAGEMENT
Our hallmark is providing pre-retirement and retirement planning that considers your entire financial picture. This includes not only short-term and long-term financial needs and goals, but also your entire asset profile. This is done in two ways: with our proprietary retirement planning platform through Thomas Gold that assesses clients’ financial status and risks; and our access management system through Pontera that allows us to manage and trade any held away account (such as a 401k or TSP) just as we do with custodial accounts. This “top-down” approach allows us to craft a more complete, more inclusive financial plan, potentially replacing financial stress and uncertainty with peace of mind and optimism.
