Our Services

We are a comprehensive wealth management and planning firm committed to helping our clients improve their long-term success and pursue financial freedom. As a client, you’ll enjoy the following specialized services: 

• Financial Planning & Investment Services
• Retirement Income & Distribution Planning
• Tax Reduction Planning
• Family Wealth Planning
• Educational Events & Communication
• Personalized Attention
• Consulting Services for Businesses

View our itemized list of services here.

Financial Planning and Investment Services

• Development of a personalized portfolio and continual monitoring of your investments
• Frequent meetings to review and evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
• Recommendations regarding allocations within your employer-provided retirement plans
• Aggregation of all your accounts to simplify and reduce paperwork

Retirement Income & Distribution Planning

• Analysis of your income needs now and in the future to help you maintain a comfortable standard of living in retirement
• Analysis and recommendations for ways to maximize your social security benefits
• Recommendations regarding the most appropriate distribution strategy for your IRAs and employer retirement plans, including PERS, 401(k), 403(b), 457 and other pension plans
• Analysis of potential estate tax liabilities
• Analysis of the beneficiary structure of your retirement plans
• Review of the possibilities of converting to a Roth IRA
• Business owner exit planning

Tax Reduction Planning

• Tax reduction strategies including tax advantaged investments
• Comprehensive review of your tax return to highlight opportunities to help reduce tax liabilities
• Quarterly review of your tax situation to incorporate new tax law changes
• Complimentary consultation with your tax preparer

Family Wealth Planning

• Analysis of your current estate plan and potential tax liabilities
• Assistance transferring assets to your Living Trust or other trusts
• Review of beneficiary designations and asset titling
• Analysis of your insurance and long-term care needs
• Facilitation of a legacy session to educate the next generation
• Complimentary consultation with your attorney
• Guidance and advice in the event of the death of a loved one

Educational Events & Communication

• Special reports on how to help reduce your taxes and other important topics
• Quarterly newsletters to keep you apprised of the most current planning options
• Fun and informative events including educational symposiums, client appreciation events and client advocate dinners

Personalized Attention

• Frequent reviews
• One-on-one planning for your life events
• Independent advice
• Secure online access to your accounts and online planning tools

Consulting Services for Businesses

Our Freedom Business Builder program provides comprehensive consulting services to business owners including:

• Strategic Planning
• Proactive Tax Strategy
• Retirement and Exit Planning
• Corporate Structure
• Team and Leadership Development
• and more!

View all of the services we offer as part of our Freedom Business Builder program.

Schedule a Complimentary Consultation

Contact us today to schedule a complimentary financial check-up with one of our financial advisors.