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Looking out
for the long term
Our focus goes far beyond just investments to all aspects of your life and the effect monetary decisions can have on them. As your family grows and evolves, and future life events come into view, will you be ready? Our job is to make sure you are.
To summarize the essential financial areas and planning disciplines that are at the heart of what we do, we use the acronym T.I.R.E., which stands for Tax Planning, Investment Planning, Retirement Planning and Estate Planning.
We take a tax-sensitive approach to financial planning and work with you and your other professional advisors – accountants and tax attorneys – to help minimize the impact of taxes. By developing and implementing strategies designed to lessen or shift current and future tax liabilities, we can help improve your prospects for meeting your financial objectives. In addition to impacting your life today, prudent tax planning can play a large role in the amount of wealth you will be able to someday transfer to your heirs.
While we are familiar with the tax provisions of the issues presented herein, as financial advisors we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
In today’s often complex market, even the most sophisticated investor is challenged to keep up and respond to changing conditions. Our investment committee meets weekly to discuss investments strategies employing a disciplined approach in selecting investments for our clients. Once we determine the right asset allocation for each client, our committee selects investments from a wide variety of vehicles: individual equities, fixed income instruments, institutional managers, mutual funds and alternative investments that help to diversify risk. Our objective is to help our clients achieve their financial objectives.
Asset allocation does not guarantee a profit nor protect against loss. Alternative Investments are not suitable for every investor. They involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.
Preserving your wealth and maintaining your standard of living are among your highest priorities. Because people are living longer today, the possibility of spending 30 years in retirement requires careful planning and disciplined investing. We can create a plan for monthly distributions from your portfolio designed to preserve your principal. We can also assist you with longevity planning, required minimum distributions, income planning, tax strategies, proper account titling and beneficiaries, multigenerational wealth transfer, charitable giving, and asset protection and reallocation.
We consult with your attorney to ensure a proper estate plan is in place. It is our goal to keep you informed and educated about important financial matters. We’ll answer the questions you have, and ask the ones you may not have even considered. We’ll help you define your priorities and refine your goals. We’ll make sure we communicate regularly with you, and include your family and children. We’ll collaborate with your accountant and estate attorney when appropriate to bring cohesion to your financial life. Above all, the purpose of our long-term planning approach is to serve as your trusted financial partner, to keep you on track for the future you’ve envisioned.
While we are familiar with the tax provisions of the issues presented herein, as financial advisors, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
It is our goal to keep you informed and educated about important financial matters. We’ll answer the questions you have, and ask the ones you may not have even considered. We’ll help you define your priorities and refine your goals.
We’ll make sure we communicate regularly with you, and include your family and children. We’ll collaborate with your accountant and estate attorney when appropriate to bring cohesion to your financial life.
Above all, the purpose of our long-term planning approach is to serve as your trusted financial partner, to keep you on track for the future you’ve envisioned.