Our Services

Here's what you can expect from us throughout your financial journey:

Educate

ima eau claire;We strive to educate our clients before we begin our work together. The more you understand, the easier it will be to make decisions.

  • Explain what you currently have
  • Share the importance of retirement, education, tax, & estate planning strategies

Establish Goals & Gather Data

ima eau claire;We’ll sit down for an easy conversation to help discover your goals and your objectives. This is also the time to take inventory of your financial affairs.

  • Develop a net worth statement
  • Map out debt management strategy
  • Map out cash reserve development & maintenance strategy

Analyze

ima eau claire;Using multiple tools we will analyze your personal situation until we find the strategies and tactics that will help get you safely to your destination.

  • Risk assessment & evaluation
  • "What-if?" Scenario Planning

Recommend & Implement

ima eau claire;Specific investment, income, and risk management vehicles will be described in a simple fashion so you can understand and feel comfortable before we proceed.

  • Account consolidation
  • Customized portfolio management
  • Tax-efficient investments

Review & Adjust

ima eau claire;The planning process needs continued attention. Your goals, objectives, and portfolio will be reviewed regularly so that necessary adjustments can be made.

  • Work with your CPA on tax reduction strategies, Roth conversions, probate avoidance strategies, etc.
  • Work with your attorney on estate plans, nursing home avoidance, funeral trusts, etc.