Wealth & Asset Management

Financial Strategies

We implement financial strategies that incorporate your current financial position alongside your short- and long-term goals to help ensure your success over time. 

Using your financial goals as a guide, we develop a diversified portfolio specifically designed to meet your needs. We consider all of your accounts as we build a tax-efficient, low-cost portfolio. As an independent consulting firm, we are not tied to any specific financial managers, which means we are free to choose from a virtually unlimited universe of savings options. We evaluate thousands of stocks, mutual funds and ETFs to establish an asset allocation that we believe has the best possible chance of achieving your long-term objectives. This allocation takes into account your current financial situation, income needs in retirement, time horizon, risk tolerance and more. 

Yearly, we monitor and adjust your portfolio as necessary to help ensure it continues to meet your needs and keep you on track toward your goals. We also take into account how any market factors, economic forces and regulatory changes may impact your savings outcomes, making adjustments as necessary to help keep you on track. 

When managing your overall financial portfolio, we consider any assets held within retirement accounts, such as 401(k)s and IRAs. We also help coordinate 401(k) and IRA rollovers for clients who to hold assets in these accounts. This helps ensure your entire portfolio is efficiently and cost effectively helping you achieve your long-term goals.