FAMILY WEALTH MANAGEMENT
Making sure the money you worked hard to accumulate goes where you want as tax efficiently as possible.
ESTATE PLANNING
Assessing your current family situation, including assets, debts, charitable giving, etc. and working with you to draw up a plan to benefit all your beneficiaries upon your passing.
TRUST SERVICES
Partnering with RJ Trust Services to help relieve the burden family and friends have while fulfilling your trust instructions.
PORTFOLIO MANAGEMENT
Managing investments to help ensure the overall benefit is most advantageous to the client.
CHARITABLE GIVING
As part of wealth management and wealth transfer, charitable giving plans are put in place to fulfill your donating wishes.
RETIREMENT PLANNING
Identifying and selecting the most appropriate retirement plan for your given situation (401k, Roth IRA, IRA, etc.)
401(k) OPTIONS
Spearheading the decision of what to do with your 401(k).
EDUCATION PLANNING
Discussing the options available specific to both child and adult education, and setting up plans designed to maximize tax savings.
INSURANCE PLANNING
Leading the effort to determine what concerns and risks you face and insure against those.
FINANCIAL PLANNING
Assessing your current financial circumstances, goals, and ability to meet goals, and then developing an agreed upon strategy with actionable steps to help you to succeed or modify your goals.
