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Strategies for Individuals

A successful wealth management strategy is one that provides for you and your family today and preserves for future generations. To pursue this goal, a financial strategy must be comprehensive. That’s why we cover many aspects of your financial picture in-house and work with your other trusted advisors to ensure your plan is well-rounded.

Depending on your stage of life and types of concerns, we will help you implement the appropriate strategies, including:

Portfolio Building
Through asset allocation, we can help develop an investment strategy that balances potential risk and return by diversifying your assets across several investment categories. We will take into account your risk tolerance, liquidity needs, as well as your short and long-term goals.

Retirement Planning
We can help you evaluate your retirement income needs and provide recommendations and solutions that are tailored specifically to your vision for what life will look like in retirement.

College Funding
We can help you choose the right savings and investment vehicles, as well as appropriate plans available for financing an education.

Wealth Protection
We can help develop a strategy using life insurance to provide income to your heirs to maintain their lifestyle as well as a strategy to protect your income should you or your spouse become disabled or need long-term care.

Estate Planning
We will work with your attorney to develop a strategy to ensure the effective management of your affairs should you become incapacitated. You may also be interested in developing charitable or gifting strategies to pass along your wealth.

Tax Planning
We can offer tax return services to individuals and families.

Mortgage Services
Work with a Licensed Mortgage Officer on our team if you are in the market for a new home or looking to refinance.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

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