How We Help

Working with us is the next step in planning for A Great Life. The foundation of what we do for you can be summarized in these important stages in getting to know your financial situation better:

Identify Your Risk Comfort Zone

Understanding your relationship with risk will help empower you as an investor (and empower us to do right by you). One five minute quiz from our partners at Riskalyze will help you define your biggest goals and what kinds of risks you’re willing to take for potential gains.

​Get your Risk Number.​ 

Retirement Income Planning 

You’ll probably only do this once. Our goal is to help you dream, then get you to that dream retirement. Come to us for help with questions like:

  • How do I pay for retirement?
  • What accounts do I take from first?
  • How do I generate income?
  • Do I have enough financial resources to retire?
  • Am I going to run out of money?

Investment Management

Cutting through the noise and working with you on the right investment options is a responsibility we take seriously. We will guide you from not knowing to knowing, and customize your portfolio to:

  • Your goal timelines
  • Your comfort with risk
  • Your personal values

Identify your risk comfort zone with a free risk assessment from our partners at Riskalyze.

Business and Benefits Consulting

As a small business owner, your financial outcomes are tied to those of your company. But nothing lifts those pressures like strategy and clarity—our advisors can help you evaluate the current financial state of your business and chart the course to its future. Get help with:

  • Income planning
  • Employee retention
  • Exit strategies and timing
  • Benefit plan design & analysis

Tax Planning

We create tax strategies with you based on your current and future financial picture. We want to help you get the most out of your financial assets that you've worked so hard for.

College Planning

Sending kids to college can be daunting and expensive. Working with a professional advisor can help you optimize what you can contribute to tuition. Get advice on which saving and investment plans might suit your situation.