Value For Our Services
The value we bring to clients is a subjective assessment that varies from individual to individual.
The services we provide do not present themselves consistently, but intermittently over the years, and often during periods of transition and heightened emotions. It is during these periods that an advisor and a well-constructed plan have the opportunity to add value beyond what shows on a statement.
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- Detail Oriented Discovery & Understanding Process
- Goals Based Financial Planning
- Retirement Planning & Spending Plan Management
- Pension Option Consultation & Social Security Optimization
- Insurance & Risk Guidance
- Investment Risk Alignment
- Banking, Lending & Cash Flow Management
- Behavioral Finance & Disciplined Investor Coaching
- Experience Based Lifestyle Advisory & Connections to Resources
- Customized Communication Preferences
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- Philanthropy Management & Efficient Processing
- Estate Planning & Account Titling Coordination
- Succession Planning & Family Meetings
- Trustee Services
- Efficient Estate Distribution Assistance
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- Tax Efficient Asset Allocation, Monitoring & Adjustment Recommendations
- Unbiased Investment Research & Proactive Buy, Sell or Hold Recommendations
- Conflict Free Portfolio Construction & Investment Recommendations
- Customized Manager & Product Recommendations
- Technical Insights, Market Analysis & Client Education
- Efficient Trading & Order Execution
- Client-centric Impact Investing & Strategies
- Cost / Benefit Analysis & Investor Education
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- Regular Accountant & Attorney Communication
- Document Education & Coordination
- Asset Consolidation & Re-registration Processing
- Online Access Education
- Annual Required Minimum Distribution Monitoring & Processing
