Portfolio Management

We would love to save your family lots of potential hassle, contention and expenses by creating a detailed plan. We will work with you to update your Will, Trust, Power of Attorney, and any other estate planning documents. You will gain a larger sense of peace of mind about the future of your family when you pass.

Income taxes can be one of the largest expenses in retirement. Paying attention to and planning consistent ‘taxable income’ is the key to finding the most effective and efficient strategy. We will discuss all of your options together and determine a plan that works best for your situation.

Unfortunately, many of our clients are unclear about exactly how some of their investments work, how they benefit them, and why they perform the way they do relative to market conditions and fees. We take time to investigate each investment vehicle you are using or considering and show you the pros and cons for your situation.