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Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.

Financial planning is a journey, not a destination.

Our "Done For You," Ongoing Engagements:

<strong>Complete Wealth Management</strong>

Complete Wealth Management

360° Management:

Financial Planning


Ongoing Investment Management


All other unique financial needs - estate planning, special tax coordination, etc.

$2,000,000 minimum with TPWA

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<strong>Investment Services Only</strong>

Investment Services Only

  • Portfolio analysis and rebalancing
  • Risk analysis 
  • Capitalization on new, emerging trends
  • Tax-loss harvesting
  • Quarterly performance review and strategy meetings 

 $500,000 minimum with TPWA

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Our "Done With You," A La Carte Services: Flat Fee Packages

<strong>Financial Planning</strong>

Financial Planning

  • Cash flow analysis and goal setting
  • Retirement account contributions
  • Employer retirement and benefit plans
  • Investment portfolio analysis and recommendations
  • Education and retirement planning
  • Insurance analysis

Starting at $6,000

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<strong>Pre and Post IPO Planning</strong>

Pre and Post IPO Planning

  • Restricted stock units (RSUs) and stock options (ISOs/NQSOs) exercise strategy
  • Liquidity & cashflow considerations
  • Tax-efficient diversification strategies
  • Concentrated stock strategies

Starting at $5,000

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<strong>Estate Planning</strong>

Estate Planning

  • Generate and draft estate planning documents with attorney - trust, will, power of attorney, health care agent, guardianship
  • Assistance with notary and all processing
  • Gifting strategies


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<strong>Retirement Planning</strong>

Retirement Planning

  • Clarity on retirement plan
  • Identify improvement areas
  • Scenario modeling with age/income/spend variables
  • Action plan working towards retirement goals


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<strong>Home Buying Essentials</strong>

Home Buying Essentials

  • Scenario modeling
  • Cash flow planning including property tax and maintenance expenses
  • Down payment analysis
  • Assistance with mortgage options


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