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Resource Center

Resource Center

Legacy Planning

We all do what we can for those we love while we are alive. Part of how we honor those bonds of love and friendship–and show those individuals that they were a significant part of our lives–is by making sure that what we leave behind for them reflects our wishes and intentions.

Legacy planning with our team begins with a strategy for the life you want to live right now and the one you desire for the future. After we understand the fundamentals of your ideal life, we discuss what steps you might want to take in terms of estate planning. Our focus is on keeping your legacy in line with what’s your core values and desires. Even though it is a difficult topic for many of us, in truth it’s never too early to start planning what you want to do with your assets after you’re gone.

Retirement Planning

Where will the money come from to fund your retirement? If you’re like most people, personal savings, investments, qualified retirement plans and Social Security are all expected to play a role. Once you have estimated the amount of money you may need for retirement, the sound approach involves taking a close look at what your retirement lifestyle might require financially and begin making any necessary adjustments in a smart and comfortable time-frame.

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control how your wealth will be distributed after death. An effective estate strategy would also spell out your healthcare wishes and ensure that they’re carried out, even if you are unable to communicate. Part of the overall plan is the need to designate someone you trust to manage your financial affairs should you be unable to do so.

With our team you’ll learn that estate planning is more than just tax reduction: it’s a way to make sure that what you’ve created is dispersed in a way that’s in line with your core values and heart’s desire.

Investment Strategies

Investing should be easy – just “buy low and sell high.” In reality, as we all know, following this rule is almost never that simple. Most of us have trouble following that advice because we respond emotionally, out of fear or panic. The good news is that there are principles and strategies that allow you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. We help you understand those principles and strategies so that you avoid some of the dangerous pitfalls that snare other investors.

Insurance Coverage

The right insurance coverage transfers the financial risks inherent in many of life’s events from you to an insurance company. A sound insurance strategy can protect your family from the often catastrophic financial consequences of some of those events. Your insurance coverage can include liability insurance, long-term health insurance, and life insurance.

Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing.


Creating a life map for you, we begin with a detailed review of your personal finances, including spending, saving, investments and other asset allocations. In that process we do an assessment of all the necessary building blocks needed to get you where you 7 need to go, and keep you there. In this arena, we also look at how you can best balance work and leisure, and how to make smart choices with every change in your circumstances. Life is filled with change. Why not be well-prepared?