Concierge Financial Services

Our concierge fincanical services start with listening to you identify goals and objectives.  The result is a process that is distinctly individual and applies technology and metrics to avoid a cookie cutter approach.  Our concierge financial services cover a broad spectrum:

• As fundamental as working with a client considering retirement to adjust their portfolio toward less risky investments; how to manage retirement accounts; and updating beneficiary designations.

• Discussing increasing health care needs and costs and options to secure possible long-term care.

• Reviewing with special needs families a parent's Social Security options, the family max, status of trust and beneficiary designations, investment strategies including working within the trust or an ABLE account.

• Analyzing a portfolio to manage tax obligations and planned charitable gifting.

• Discussing insurance needs to protect their financial plan or business.

• Working with an individual planning the sale of a business or going through a divorce or just beginning to develop their own comprehensive financial planning.