Personal & Direct Access to a Financial Advisor For Guidance On Life Events
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Starting, scaling, or exiting a business?
Make sure to prepare your finances for all the unique challenges and benefits of your business journey.
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Legacy Planning
Preserving, growing & leveraging your wealth for the next generation
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Managing equity-based compensation?
Understand your plan, walk through possible tax implications, and manage the potential risks.
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Retiring?
Plan for your transition from saving to spending, and create a tax-smart withdrawal strategy. I do not provide tax or accounting advice. You should consult your tax advisor for your personal situation.
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Direct Access to a Financial Advisor
For guidance on the following topics
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Specific questions about financial planning for:
- Budgeting
- Major Purchases
- Debt Management
- Social Security Distribution Strategies
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Personalized advice
For things going on in your financial life
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for the "do-it-yourselfers"
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Already working with another advisor?
Use us for a second opinion on the above topics
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Personalized investment advice
Know how much to invest, your recommended asset allocation, and more. Domestic or globally diversified investment portfolios
Invest in a large selection of funds, at various levels of risk based on your situtation, to help meet your objectives.
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Automatic rebalancing
Maintain your target allocation when the market causes it to shift. Automatic rebalancing does not assure profits or prevent agaist losses in a declining market.
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Available tax loss harvesting to help offset losses for your after tax returns.
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