WHAT WE DO

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Financial Planning

“Always plan ahead. It wasn’t raining when Noah built the ark.”
– Richard Cushing

We partner with you to create a financial plan that will align with your life and values.

Financial Planning Services

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Cash Flow Management

Building financial margin to cover the unexpected.

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Retirement

Having a plan to retire well and continue to thrive.

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Risk Management

Having the appropriate amount of insurance to cover risks.

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Charitable Giving

Impactful and tax-efficient charitable giving.

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Investments

Saving for long-term goals like education and retirement.

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Estate Planning

Developing a plan that passes on wealth & wisdom.

Investment Management

“Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it.”
– Albert Einstein

We partner with you to manage your investments and align them with your life and values.

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Investment Management Services

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Risk

Minimizing risks such as interest rates, inflation, concentrations.

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Fees

Minimizing investment costs and fees.

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Returns

Maximizing returns based on your tolerance for market risk.

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Reporting

Performance reporting on investment accounts.

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IPS

Creating an Investment Policy Statement (IPS).

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Value Based

Aligning investments with your values: ESG, SRI, BRI.

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Tax Planning

“The only difference between death and taxes is that death doesn't get worse every time Congress meets.”
– Will Rogers

We partner with your tax preparer to plan and help you minimize your tax liability.

Tax Planning Services

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Income

Avoiding overpaying and unnecessary taxes.

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Gifts

Gifting assets with minimal tax burden.

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Tax Deferral

Delaying taxes to allow for compound growth.

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Charitable Giving

Maximizing tax savings with charitable giving strategies.

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Company Stock

Minimizing taxes on company stock and stock options.

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Estate

Reducing impact of any taxes on your estate.

Want It All?

Our clients receive comprehensive financial planning, investment management, and tax consulting services. We know that it’s a lot to manage all these areas well on your own. Learn more about our process.