IT'S YOUR MONEY.

ARE YOU PLAYING CHECKERS OR CHESS?

 
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Managing wealth is not a game of luck or chance, but rather of skill and discipline. It needs to be accomplished through a series of carefully constructed roadmaps for strategic, professional investing. While we know you may be capable of managing your own wealth, we can maximize those efforts by creating customized, NON-PROPRIETARY strategies, customized to meet your individual needs. Effectiveness boils down to eliminating inefficiencies. Our goal is to save you time and help you make smarter decisions about today’s complex financial challenges so you can live the life you want… personally, professionally and financially. Our goal is to save you time and help you make smarter decisions about today’s complex financial challenges, so you can live the life you want, personally, professionally and financially.


OUR SERVICES

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PRIVATE CLIENT GROUP

» Private CFO Services

» Financial Planning

  • Accumulation
  • Risk Management
  • Tax Planning
  • Retirement Funding
  • Pension Maximization
  • Social Security
  • Estate Planning
  • Charitable Giving

» Asset Management

  • Pilot
  • CoPilot
  • AutoPilot

» Insurance Planning

  • Strategic Life Insurance
  • Professional Disability Coverage
  • Long-Term Care Strategies

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CORPORATE CLIENT GROUP

» Retirement Plans

  • Plan Design
  • Efficiency Analysis
  • Investment Management
  • Regulatory/Compliance
  • Participant Education
  • Provider Services
  • Group Employee Benefits

» Business Continuation

  • Funding Option Analysis
  • Buy-Sell Strategies
  • Succession Planning

» Key Person Insurance

» Executive Compensation

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation
  • Salary Continuation Plans

 

WHEN WAS THE LAST TIME YOU GOT A SECOND OPINION?

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The real benefits of an unbiased second opinion about your wealth are: the opportunity to identify any potentially overlooked inefficiencies, the reassurance that your efforts are in line with your goals, and ultimately, the prospective peace of mind it can create. 

We believe it’s prudent, even essential, to have an expert second set of eyes look over your individual portfolios, but also your 401(k), 403(b), IRA and retirement plans, too. 

 

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SO ASK YOURSELF:
IF NOT NOW, THEN WHEN?