Financial Planning and Forecasting

We deliver personalized financial planning and coaching that integrates values, goals, and purpose. We focus on money management and the issues that are critical to your financial well-being. We are skilled at explaining retirement plan options and helping clients understand the many challenges of retirement today, including the concern of outliving their money. We educate individuals about financial concepts and products and take the mystery out of retirement plans, investing options, insurance needs, estate conservation, and preserving wealth.

Retirement Plan Consolidation & Management

We are uniquely qualified to help higher education staff manage their retirement programs and other financial needs. We are experts when it comes to explaining programs like TIAA as well as other state and university retirement programs and offer a variety of options that most people are unaware of. We help individuals consolidate retirement plans from previous employers and understand how their accounts and benefits work as they move from one university to another.

Investment Management

We focus on money management and the long-term issues that are critical to your financial well-being. Through our personalized investment programs, we offer plans to fit any need and educate our clients so they can understand their retirement plans, investing options, and insurance strategies. Our coordinated team approach ensures clients have support in managing investment accounts and long-term financial goals.

Compensation Planning

We coordinate employment contract structuring, deferred compensation, and benefits analysis through our comprehensive planning process. Our team works with CPAs, tax specialists, attorneys, HR teams, and retirement plan providers to help ensure that compensation programs and benefits are aligned with your financial goals and integrated into your long-term planning.

Private Client Group Services

Our Private Client Group for college administrators, faculty, coaches and staff provide comprehensive and coordinated financial planning tailored to their needs. For over 20 years, we have worked with individuals across higher education and college athletics and understand the time demands, responsibilities, and financial complexities involved. We coordinate your full financial team for you and act as the general contractor for your financial life, ensuring your financial foundation is strong and continuously improving.

Income and Estate Tax Planning

Our team includes professionals with expertise in income taxes, estate planning, and charitable giving. We coordinate with CPAs, tax attorneys, and estate attorneys to create strategies that integrate retirement planning, compensation, investments, and long-term financial needs.

Life, Disability, and Long-Term Care Insurance

We offer personal investment and insurance programs designed to fit any need. We educate clients about their insurance options and help determine the right types and amounts of coverage. Services include life insurance, disability insurance, and long-term care planning, including single premium long-term care policies.