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Planning Services

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Retirement Planning

Retirement Planning

We know that all of our clients want to enjoy multi-decade retirements filled with dignity and independence. But we also know that retirement can last for 30 years or more, and that your money has to work as hard for you during this time as you did for it. That’s why we work closely with you to customize a retirement plan to reflect your personal values and goals, and to create a strategy that fits your timeline.

Investment Planning

Investment Planning

We can help you understand the increasingly complex world of investments. First, we take the time to fully understand your financial situation. Then we create a personal wealth management plan for you and your family. And finally, we show you how we can blend traditional stocks, bonds, and cash with alternative strategies to create a custom-built portfolio for you.

Insurance Planning

Insurance Planning

We will analyze your current risk management program and offer suggestions for appropriate changes. Insurance functions as a safety net to protect your family from unfortunate events. While no one likes paying for unnecessary insurance coverage, we can help you compare alternatives so you can be confident your insurance plan reflects your family’s values.

Education Planning

Education Planning

We understand that the cost of educating our children can be daunting. Many families pay for private schools in the early years, followed by college and graduate school down the line. This need comprises a significant challenge for many folks. That’s why we take the time to fully understand your goals and timeline, so that we can advise and guide you in making the most appropriate choices for your family.

Estate Planning

Estate Planning

Estate planning is often neglected, and the consequences of poor planning can be devastating for families. That’s why we’ll help you integrate your legacy into your wealth management plan. We’ll review your beneficiary designations on your retirement accounts, life insurance policies, and investments. We’ll also review your wills and trusts, and refer you to professionals for any work you need to complete.

Tax Planning

Tax Planning

Though we don’t prepare tax returns of any kind, we do understand how taxes can significantly erode returns. So, when comparing investment alternatives for our clients, we try to use tax-deferred strategies when appropriate to the overall wealth management plan. We also employ tax-loss harvesting and other strategies to use capital gains’ laws in the most effective manner.

Raytheon Retirees

Raytheon Retirees

We provide many tools and strategies for our clients. For our clients in the aerospace industry we find these additional services indispensable in helping those who are facing retirement.

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