Services

Investment Portfolio:

• We ensure you have a strategy that is tailored to your unique circumstance using Dimensional Funds Advisors (DFA), Vanguard and iShares Investment Portfolio options.

Tax-efficient Investing:

• We ensure your accounts are constructed to be as tax-efficient as possible.

Life and Disability Insurance:

• We work with you to ensure you have the appropriate life and disability coverage in place.

Financial Planning:

• We provide comprehensive financial plans to ensure you have the correct savings or income strategies in place. 

Coordination With Your Tax Professional:

• We coordinate the preparation of your tax return with your tax professional. If you need a referral to a tax professional, we coordinate this with you and ensure your tax returns are filed on time and accurately.   

Coordination of Your Estate Planning/Will:

• We work with your estate attorney or provide a referral to one of our external partners to ensure you have an estate plan, and that your Wills and Powers of Attorney are in place.

Regular Review Meetings:

• We provide face-to-face portfolio reviews as frequently as you prefer; however we insist on meeting with you at least annually to ensure your plan is on track.