Financial Planning and Wealth Management for Individuals
Testimonial
Lorilyn has helped us with our personal taxes and respective businesses for 10 years. She and her team are extremely friendly, great communicators, and always provide timely & professional service.
Personalized planning
The last thing you want is cookie-cutter financial services. The type of impersonal strategy that leaves your financial future up to chance.
That’s why we invest the majority of our time and expertise in understanding your needs, values, and aspirations. Only then can we craft a dedicated strategy that will support you today and your goals for tomorrow.
Whether it’s a one-time engagement or an ongoing relationship—where we revisit and track your progress—you’ll walk away with recommendations and advice for building a more stable financial future.
Keep more of what's yours
Taxes impact everything from your paycheck to returns on investments. It’s not something to address in isolation, so we can integrate custom tax guidance within your financial planning and wealth management strategies.
Our in-house tax experts have an in-depth understanding of both your tax and overall financial situation. This means they can coordinate appropriate tax filings while also planning a resilient tax strategy that aligns with your immediate and long-term financial goals.
This comprehensive approach helps you take full advantage of all tax-saving opportunities and ensures that all aspects of your financial life work together to maximize your wealth savings.
Save and build for retirement
Maintaining your financial freedom in retirement is the biggest concern for most people. To choose your lifestyle and know you still have the income to support you for the rest of your life.
We can help you confidently enter this next stage with personalized retirement planning that ties your portfolio to your unique financial goals. Our wealth managers take a holistic approach that provides a high probability of long-term growth and stability in the short term.
Unexpected life and market changes hit? We’ll work with you to understand the impact and make adjustments that keep you on track. Ready to enter retirement? Our tax-efficient withdrawal and spending strategies will help you maximize your savings.
By considering your entire financial future we create a flexible end-to-end strategy that works before and during your retirement.
Establish a financial legacy
Financial planning isn’t always about yourself. Many want to make an impact on the people, organizations, and causes they care about most.
If you have goals such as passing along an inheritance, maintaining endowments, or engaging in charitable giving—we can help. We’ll guide what options will best support your estate planning goals and safeguard your assets.
To ensure your wishes are fulfilled, we work with our network of estate attorneys to determine necessary documentation. They’ll then draft custom trust and estate planning documents that we will integrate directly within your financial plan.
SERVICES
Available services for individuals
- Preparation and filing
- Planning and strategy
- Resolution and reconciliation
- Budgeting and forecasting
- Investment management
- Retirement planning
- Estate plannin
