GPS: Your Navigation

For some, the unknown path of investments, retirement and taxes can be overwhelming and unclear. We can help guide you through the entire planning process to ensure a smoother ride. We collaborate with your CPA to connect tax planning, estate planning and wealth management to what is important to you.

Focus on Tax Efficiencies

  • In-depth review of taxes
  • Collaborate with CPA to manage current tax liability
  • Understand tax law changes
  • Tax-efficient investment options
  • Tax savings opportunities
  • Strategies for business owners

Risk Management

  • Life insurance
  • Long-term care
  • Disability income
  • Personal property and liability
  • Business continuation

Ongoing Review/ Service

  • Review goals
  • Has anything changed?
  • Review next planning area
  • Investment review. Are you on track?

Discovery

  • What is important to you?
  • What planning have you done?
  • What are your goals?

Analysis

  • Review current investments
  • Understand tax situation
  • Evaluate retirement progress
  • Assets and liabilities
  • Estate plan protection
  • Review insurance planning

Develop a Plan

  • Team approach with CPA
  • Investment management
  • Retirement income needs
  • Understanding cash flow
  • Risk mitigation