Financial Planning

• Personal Finance Education
• Education Savings
• Insurance & Risk Management
• Investment Planning
• Tax Strategies
• Retirement Savings
• Estate Planning
• Employee Benefits Selection
• Other Planning
  
  

Investment Management

• Planning for investment taxes
• Incorporating investment risk
• Assessing Alternative Investments
• Determining asset allocation 
• Ensuring portfolio diversification
• Bond, Stock, ETF selection
• Portfolio development
• Aligning Investment strategies
• Assessing alternative investments

Tax Preparation

• Federal Tax Filing 
• State Tax Filings 
• Tax Filing Extensions 
• Tax Filing Amendments

01. Get Acquainted

Where are you in your financial life and what are you planning for? Dream vacation? Down payment? Early retirement? 

02. Get Organized

Based on your answers, we'll recommend a financial plan and use our technology to build you a personal financial website. 

03. Get Ahead

And we keep working. Once we get you set up, we'll track your financial plan and ensure you are staying on-track. Also, you get unlimited access to licensed financial experts — anytime, anywhere.

Basic Planning

• Identifying financial goals
• Evaluating financial statements
• Cash flow management
• Financing strategies
• Economic concepts
• Time value of money concepts
• Behavioral finance
• Financial counseling
• Debt management 

Education Planning

• Education needs analysis
• Education savings vehicles
• Financial aid
• Gift/income tax strategies
• Education financing 

Insurance Planning

• Evaluation of risk exposures
• Health insurance and health care
• Disability Insurance
• Long-term care insurance
• Annuities 
• Life insurance
• Business uses of insurance
• Property and casualty insurance
• Insurance needs analysis
  
  

Investment Planning

• Planning for investment taxes
• Incorporating investment risk
• Assessing investment returns
• Determining asset allocation and portfolio diversification needs
• Bond and stock selection
• Portfolio development
• Aligning Investment strategies
• Alternative investments
  
  

Tax Planning

• Factoring Income taxes 
• Taxation of business entities
• Taxation of trusts and estates
• Alternative minimum tax (AMT)
• Tax reduction techniques
• Tax consequences of property transactions
• Passive activity and at-risk rules
• Charitable/philanthropic contributions and deductions
  
  
  

Retirement Planning

• Retirement needs analysis
• Social Security and Medicare
• Medicaid
• Qualified plan rules & options
• Tax-advantaged retirement plans
• Regulatory considerations
• Plan selection for businesses
• Distribution rules and taxation
• Retirement income distribution 
• Business succession planning
  
  

Estate Planning

• Consequences of property titling
• Strategies to transfer property
• Estate planning documents 
• Gift and estate tax 
• Sources for estate liquidity
• Taxation of trusts
• Marital deduction
•  Intra-family and other business transfer techniques
• Estate planning techniques
  
  

Other Planning

• Buy vs. Lease a Car decision
• Buy vs. Rent a Home decision
• Credit card selection
• Understanding Diamonds
• Career Planning
• Job Offer negotiation
• Employee benefits selection
• Saving for Travel
• Merging Finances
  
  

Starting at $250 per month. Let's get started on your financial planning journey today!

01. Get Acquainted

Where are you in your investment life and what are you investing for? Higher returns? Lower risk? A more diversified portfolio?

02. Get Organized

Based on your answers, we'll recommend an investing plan and build you a custom portfolio. We take sophisticated investing strategies and make them better with modern, tax-smart technology.

03. Get Ahead

And we keep working. Once we get you set up, we'll manage your portfolio. Ensure it is continuously rebalanced to your allocation goals, and cash flow needs. We’ll also ensure tax savings through implementing tax loss harvesting strategies 

Manage risk:

We’ll create a diversified portfolio that reflects the risk you’re willing to take. We'll keep it balanced, so you can rest assured that your money is safe and secure.

Lower taxes:

We'll help lower the taxes you pay, so you'll have more money to meet your goals.

Reduce fees:

Fees compound over time and eat into your returns. We choose low-cost investments, and charge a low advisory fee - lower than the industry average.

01. Get Acquainted

Let’s talk taxes (yuck!). Don’t want to? Okay, just tell us a little about yourself. Then just sign-up on our secure online client portal. We’ll guide you through every step.

02. Get Organized

Collect your last three years of tax returns. Collect your current year tax documents, such as your W2, 1099, or K1. Don't know what these are - ask us! Upload your docs through your client portal. We’ll keep them safe. 

03. Get Ahead

We’ll take care of the rest. Just sit back and relax. We’ll calculate your refund and send you a draft return. Look through your return and sign when you're happy and ready.