OUR PROCESS

13

Establish Relationship

14

Gather Data

9

Analyze Data

10

Develop the Plan

11

Implement the Plan

12

Monitor the Plan

OUR SERVICES

Financial Planning

Craft a highly customized, sophisticated and formal Investment Policy Statement that serves as our investing roadmap.

wealth-advisory

Wealth Advisory

Implement Strategic and Tactical Asset
Allocation to provide a foundation for
managing long-term risk and portfolio returns.

family-services

FAMILY OFFICE SERVICES

Comprehensive financial oversight of all liquid and illiquid financial assets in accordance with “Family Mission
Statement”.

education-planning

EDUCATION PLANNING

Perform cost analysis to determine how much a college education will cost and how much you should save.

retirement-planning

RETIREMENT Planning

Analyze all income sources from Social
Security, Pensions, Insurance, and Corporate retirement plans and benefits.

tax-planning

TAX Planning

Recommend Tax Reduction Strategies. Provide timely information regarding changes in tax legislation.

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