Our LifeGuide Services go beyond your initial plan and focus on the unique aspects of your life, providing highly personalized advice, guidance and ongoing advocacy to help you reach your goals.
We’ll gauge your comfort level and financial capacity for weathering changes in liquid net worth.
We’ll analyze employment and/or government benefits, pensions, tax-qualified plans, health plans, stock options, social security and other benefits.
We’ll review past returns and recommend tax strategies that strive to minimize income, business, and estate taxes.
We’ll help you discover how core beliefs drive financial behavior, and help you better understand your own views on money.
We’ll develop a distribution analysis and retirement income plan to help ensure you can target your desired retirement and lifestyle goals.
We’ll evaluate directly-owned real estate, including property ownership issues, mortgage and repair costs, and benefits.
We’ll develop a strategy for how life changes are formally addressed as you plan for your estate, business, financial, and personal needs.
We’ll evaluate protection for your income in the event of disability or peril (sickness or accident).
We’ll plan for long-term care medical expenses by analyzing insurance and retirement protection tools and strategies.
We’ll help you understand the expenses associated with living beyond expectation and how to implement and manage strategies for that eventually.
We’ll provide information and make recommendations for improving your welfare, including health insurance, Health Savings Accounts, and other forms of protection.
We’ll identify potential exposures and discuss preventive tools and strategies to reduce risk exposure.
We’ll help you to assess options for reducing the cost of insurance or to self-insure.
We’ll show you how to provide income, asset protection, and estate liquidity for those who depend on you.
We’ll conduct a regular review of how your assets are titled, who you’ve given powers to, and who you’ve named as beneficiaries.
We’ll review existing and investigate new charitable giving opportunities, while developing a Charitable Giving Plan.
We’re here to listen and learn about the complex issues and situations you're facing. We’ll help you every step of the way, offering guidance and support you can depend on.