Our Financial Planning Services Include
Investment Oversight
No matter where you are on the road to retirement, it’s important to develop an investment portfolio that reflects your personal timeline, risk tolerance and goals.
Investment Oversight
Together we’ll create a personalized portfolio designed to pursue your specific needs based on your long-term goals. Our team will continually monitor your investments year-round and provide quarterly statements in addition to regular meetings. During these meetings, we’ll evaluate your investment performance, help make sure your financial objectives are still on track and reallocate your portfolio as needed.
Our Investment Oversight Services at a Glance
- Independent Advice
- Review of Employer-Sponsored Retirement Plans
- Quarterly Economic Update
- Risk Management & Insurance Evaluation
Tax Management Planning
Taxes are often one of the biggest expenses people face, but it’s also one we can work to help reduce throughout the year.
Tax Management Planning
Our founder, Michael Cudlipp, AIF®, has over 30 years of accounting experience and continuously stays up-to-date on the newest tax laws and changes that could affect your unique financial situation. Throughout the year, we’ll put a special focus on tax reduction strategies as we develop, assess and reevaluate your goals and strategies.
Our Tax Management Planning Services at a Glance
- Comprehensive Tax Return Review
- Quarterly Tax Review
- Consultation With Your Tax Preparer
- Tax Strategies & Tax-Advantaged Investment Recommendations
Retirement Planning
Everyone deserves to look forward to retirement with the help of thoughtful preparation and strategic planning.
Retirement Planning
Whether retirement is right around the corner or decades down the line, you want to know that you’ll have enough to enjoy your free time while being prepared for whatever could come next. As we prepare together, we’ll conduct a thorough analysis of your income needs right now and in the future through retirement.
Our Retirement Planning Services at a Glance
- Analysis & Advice On Your Pension Options
- Post-Retirement Tax Projection
- Distribution Strategy Recommendations
- Post-Retirement Cash Flow Analysis
Family Wealth Planning
Leaving a legacy is one of the greatest joys financial planning can bring to those with who value passing their success on to loved ones.
Family Wealth Planning
As a part of your comprehensive financial plan, we want to help you prepare for what happens beyond retirement. When the time comes, we’ll be ready to assist your loved ones in living out your legacy and seeing your last wishes through.
Our Family Wealth Planning Services at a Glance
- Estate Plan Analysis
- Complimentary Consultation With Your Attorney
- Assistance In Transferring Assets To Your Living Trust or Other Trusts
- Providing Guidance In the Event of the Death of a Loved One
