Investment Management
- Prudent guidance to help you pursue both immediate and long-term financial goals.
- Ongoing portfolio monitoring, rebalancing, and adjustments to ensure alignment with your objectives.
Distribution & Cashflow Planning
- A holistic approach that integrates investment, pension, and Social Security income.
- Collaborative goal-setting and strategy development to prepare you for retirement—and support you throughout it.
- Personalized advice based on your specific financial situation and long-term vision.
Tax Planning & Roth Strategies
- Proactive tax planning designed to minimize future tax burdens and improve after-tax retirement income.
- Strategies to take advantage of today’s favorable tax environment through Roth contributions and conversions.
- Tailored guidance for federal and non-federal employees navigating complex tax decisions.
Social Security & Medicare Guidance
- Guidance to help you make informed decisions about claiming Social Security benefits.
- Help evaluating Medicare Part B enrollment in coordination with Federal Employee Health Benefits (FEHB).
Social Security & Medicare Guidance
- Guidance to help you make informed decisions about claiming Social Security benefits.
- Help evaluating Medicare Part B enrollment in coordination with Federal Employee Health Benefits (FEHB).
Estate Planning
- Planning strategies to ensure your assets are transferred smoothly and according to your wishes.
- Preparing and empowering your loved ones to manage financial affairs in your absence.
