Partner with an expert
No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:
- Accumulation: how to target asset growth
- Retirement planning: how to target distribution of your assets in a tax-advantaged way
- Estate planning: how to preserve your assets
- Risk management: how to protect your assets
- Business planning: how to grow and manage your business
- Taxation: how to minimize your tax burden
Create a comprehensive plan
By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble an implementation plan for your financial future.
Support your financial goals
Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.
The products we utilize are designed to meet the needs of our client's objectives. We focus on the lowest cost and highest long-term performing vehicles. We are an independent organization, so we can offer products ranging from competitive fixed products to more than 10,000 mutual funds. Here are some examples:
- Unit investment trusts
- Money management and wrap accounts
- Mutual funds
- Financial and estate planning
- Variable/fixed annuities
- Variable life insurance
- Term/universal/whole life insurance
- Long-term care coverage (traditional and asset based)
- Disability insurance
- Limited partnerships and 1031 exchanges