Services

We provide customized financial services tailored to your unique situation.

We tailor your services based on your specific situation. Unlike other companies in our industry, when we say your services are custom tailored to you we actually mean it. 

The world of actual financial planning and wealth management is overwhelming. With that, we wanted to breakdown our services based on what we’ve witnessed over our firm’s history based on general net worth. By no means is it a requirement to be worth a certain amount to utilize certain services; this is merely a breakdown of each for mental digestion. 

Tier I Services 

Any Net Worth

Cash Flow & Budgeting

  • Budgeting
  • Emergency funding analysis
  • Cash flow management
  • Monthly expense planning
  • Personal debt review

Behavioral Finance

  • Behavioral finance analysis
  • A conscious and subconscious look into your relationship with money and personal finance

Investment & Insurance Planning

  • Investment analysis, including disability and long-term care
  • Insurance analysis
  • Planning for children

Tier 2 services  

$500,000 to $3M

Comprehensive Planning

  • Tax strategy
  • Retirement planning
    • Discover your portfolio’s buying power
    • How to “locate” your assets accordingly for retirement tax purposes

Professional Coordination

  • CPA, estate, and business attorney coordination
  • If you already have trusted professionals, we aggregate and align their work (i.e. quarterback everything)
  • If you don’t work with any professionals, we match you with one of our selected professional partners

Tier 3 services  

$3 million and above

Advisory Services

  • Buy- and sell-side advisory of businesses with respective partners (if you don’t have representation, we will provide it for you)

Property & Casualty Insurance Strategies
(listed but not limited to)

  • Auto
  • Aviation
  • Family office
  • Home
  • Yacht
  • Medical resources
  • Security services

Specialty Lending through LPL Private Client Services Network 

  • Aircraft
  • Fine art
  • Luxury RV
  • Watercraft

Tax & Fiduciary Services

  • Tax planning and preparation through our professional partners
  • Trust and estate accounting
  • Multi Generation Office advisory and outsourcing services
  • Trustee, executor, and POA analysis
  • Cross-border tax advisory
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