Investment Planning
Investment planning serves to support financial goals. We subscribe to an evidence-based approach. Values can also play a role in concert with charitable giving and estate planning.
Retirement Planning
Retirement planning is as much about living life fully as it is about maximizing Social Security benefits. We take a holistic and long-term view to help create a life after work that is as meaningful and purposeful as your life while working.
Estates and Trusts
Together with your estate attorney, we can review your situation so your estate benefits the people and charities you care about most. Working with trustees, we can offer tax-efficient investment solutions based on an understanding of all stakeholders.
Charitable Planning
What values and causes inspire you and stir your soul? How does your giving fit with estate and tax planning, and life aspirations? With your other advisors, we can orchestrate a thoughtful strategy.
Tax Planning
Taxes are a fact of life. Income taxes, property taxes, "death" taxes .... While there's no avoiding them, they can and should be planned for with strategies that are consistent with all other parts of a holistic financial plan.
