Our Services

Financial Management Consulting

Investment management is a core function for us, but we recognize that our clients many times require assistance in other facets of personal and business finances. We also make ourselves available to the other professionals in your life, such as your CPA and attorney, to coordinate a solid financial plan and/or carry out any ongoing services you may need to manage your financial life.

These services can include:

  • Asset accumulation strategies, including:
    • Portfolio evaluation
    • Investment strategy
    • Education planning/funding
    • Retirement planning/funding
    • Real estate financing strategies and analysis
  • Personal budgeting and cash flow analysis
  • Investment-related estate and succession planning
  • Investment-related tax planning
  • Small business planning, including:
    • Qualified plan formation
    • Executive compensation strategies
    • Cash flow analysis
    • Liability management
    • Business valuation
  • Insurance analysis

We offer consulting solutions for precise client-required objectives in each of these areas. In all of these discrete project cases we will agree in advance with our clients on a flat fee for the project.