Our Services + Tax Smart Investing
The 7+1 Components of Successful Wealth Management
- Investment management
- Cash flow management
- Family risk management (insurance)
- Retirement planning
- Education planning
- Legacy planning
- Special situation planning
+ Tax planning
Successful wealth management looks at 7 interrelated components. Our firm is built on the principle that you should have one trusted advisor who’s knowledgeable about your complete financial picture so that you always get the most appropriate advice and recommendations. Using our Custom Income Plan, our team applies wise counsel and experience to help build, protect, and preserve your wealth, providing dependable income now and in retirement.
…Plus One
Tax isn’t one of the 7 components of wealth management because it affects them all and is the biggest expense in your budget. We integrate the tax implications into your financial decisions. The Tax-Smart technology, allows us to employ tax-optimized strategies to help minimize current and future tax exposure.