What We Do

Planning for Long-Term Illnesses

When you are faced with a diagnosis for a long-term illness, such as Alzheimer's disease, it can be overwhelming.  After such a diagnosis, we will support you and your family with the following services:

  • Help you organize your finances to help estimate the future cost of care.
  • Develop a "Care Budget" to estimate what cash flow you will need in the next 12-18 months.
  • Develop a "Care Balance Sheet" so you can clearly see what you have to work with.
  • Provide tax advice and tax return preparation to help maximize tax benefits and medical deductions.
  • Family bill paying.
  • Investment management services.
  • Assisting in evaluating alternatives of in-home care services providers or nursing homes options.
  • Caregiver support - encouragement to take respite breaks by helping find facilities or service providers to assist in caring for their loved one.
  • Prayer and support.  We will pray for you and your family daily during this difficult time. 

Other Personal Financial Planning Services

We also offer our clients a holistic financial planning approach to help them maintain overall financial health and manage multiple (and competing) financial goals. Whether it's a more comprehensive financial plan or a specific planning need, our services seek to align with your current priorities, including ongoing review and monitoring.

Investment Management Services

We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. Holding ourselves to a fiduciary standard in advisory relationships, we also provide professional, knowledgeable and independent advice, putting your needs and best interests first.  These services include:

  • Portfolio Review
  • Investment Selection
  • Rebalancing
  • Gain/Loss Harvesting
  • Time Horizon Analysis
  • Risk Tolerance
  • Asset Allocation
  • Research

Monitoring and Reporting

Your financial plan is actively monitored by our team. By providing continuous monitoring, we may respond to changes in your lifestyle or the markets in an efficient and tactical manner.

Our customized reporting system provides you informative performance reports in an “easy to read” format.  Online access may be utilized for clients who desire to review their portfolios at any time.

24-hour callback policy

We strive to return your phones calls on the same business day but pledge no later than 24 hours. 

For a menu of our financial planning services and fees, please click this link.