Comprehensive Lifetime Plans


We bring together experience and empathy to create a thoughtful approach to your personal financial management. We work together with you to continually review your unique situation to address planning issues throughout your life, including:

My Family:

  • How do I balance funding education for my children vs. saving for retirement?
  • Do I have enough life insurance?
  • My spouse recently died, what do I need to consider?
My Investments:
  • How do I make sure all my investments are aligned to my goals?
  • How can I incorporate corporate and municipal bonds into my investment plan?
  • While I am in a high tax bracket, how do I reduce the taxes I'm paying on my investments?
My Retirement:
  • When can I afford to retire?
  • How much can I afford to spend in retirement?
  • Should I wait to take my pension?
My Cash Flow:
  • What is the best way to save for my goals?
  • I am receiving a large distribution from my employer, how can I manage the taxes?
  • Should I pay down my debts or increase my savings?
  • How can I have an impact on my community through philanthropic investing strategies?
  • Should I gift cash or appreciated securities?
  • I want to leave a legacy, how much can I afford to give now vs. after I'm gone?
My Future:
  • How do I plan for a career change?
  • How can you help me plan for more time to travel and time to volunteer for causes that are important to me?
  • How should I plan for declining health in old age?
As your planning needs evolve over time, we adjust your strategies and ensure you have a thorough understanding of the options available and financial impact of each, so you are positioned to make the best decisions for you and your family. 
We are here to answer these types of questions! For more information about Comprehensive Lifetime Plans please Click Here