Design Platform
Our Design Platform is tailored to clients looking for a comprehensive, detailed plan.
You value multiple meetings per year to discuss in-depth scenarios such as tax planning, pension analysis, social security strategies, and estate planning. We take a proactive approach to develop your customized plan. Our annual meetings also ensures that your plan stays up to date and that you are on track for your short and long-term goals.
This plan isn't just created for you, it will be created with you, thoughtfully designed with our team in our offices before being delivered to you personally.
Investment Planning
We design and manage customized portfolios tailored to your goals, risk tolerance, and time horizon.
RSU's/ stock options
Having an investment and tax strategy for managing your RSU compensation and concentrated stock options.
Estate Planning
Efficiently passing your assets to your beneficiaries, avoiding probate, and having all Estate documents in place.
Strategic Tax Planning
Reducing taxes now and in the future by utilizing tax-loss harvesting, conversions, and tax-efficient investments.
Retirement Income Distribution
Designing a plan that coordinates withdrawals from various accounts, considers tax efficiency, while providing sustainable cash flow.
Social Security & pension
Strategically claiming and understanding your Social Security benefits, and analyzing pension options to maximize your benefits.
Long-Term Care planning
Being prepared for the increasing costs of long-term care, preserving your family's wealth, and evaluating coverage options.
coordinate with other advisors
We work with your estate attorney, CPA, and other trusted advisors to ensure every part of your plan is aligned.