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Firm Services

Cash Management:  

Help determine how much cash cushion is enough (stomach test). If you have too much, how to redeploy it effectively. If you don’t have enough, how to best accumulate the balance. All this is done with your goals in mind.


Review all accounts and holdings and determine any changes to be made based on YOUR financial situation, goals, and your risk attitudes.

Estate Planning and Family Courtesy:

Wills, trusts, powers of attorney – legal documents that will make and transitions easier for your family. Help in selection of attorney and accountant.

Tax Issues:

Do some tax analysis and also help you get good professional tax preparation advice when appropriate.

Goads (NOT goals):

Push you at times to make sure your investments and insurance policies are properly set up. We also will review your beneficiaries on all accounts (and add them where needed). Do you really want your insurance to go to your ex-spouse?

Company Stock:

ESPOs, restricted stock, stock options, too much company stock- what to do?

Rent or Own:

Financial and emotional analysis to help you make this big decision.


How to best pay down (or not to). Why does it exist in the first place? How to avoid in the future.

Charitable Issues:

Charitable Remainder Trusts, Lead Trust, giving, “God’s garbage” and use of time.


Help analyze a job offer or ask for a raise.

Behavioral Coaching:

Helping you navigate the market’s (and life’s) ups and downs.

Benefit Package Review:

Helping you review your benefits package to determine the appropriate elections for you.

Asset Location:

Helping you figure out which assets should be held in which accounts.

Tying it all together:

Helping figure out how to manage your various goals and challenges efficiently.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 928-567-9512