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Investment Planning

Inflation and taxes are money's enemies. Saving and investing are money's allies.

Investment Planning is more than just numbers and more than just a portfolio model of stocks and bonds. This is where our clients often quickly see a difference in our approach and implementation to their personal strategy. We identify what our clients want out of life and how they feel about their money. We work with clients to define their objectives, understand their investment personalities and assess their risk tolerance and income distribution timeframes. We also offer investments and asset classes that are often not found in our clients' previous portfolios.

Depending on these results, we identify appropriate investments and go beyond the typical portfolio models by looking for alternative investments which act as non-correlating assets to help diversify your portfolio for both growth and income objectives. Diversification does not guarantee a profit nor protect against loss in a declining market, it it used to manage risk.

Tax Strategies

Nearly all financial decisions have tax ramifications. Income, estate, gift, state and other taxes can substantially diminish your wealth. Our planning and investment management approach includes enhancing tax-efficient strategies to help you keep more of what is yours. Consult with your tax advisor with regard to your individual situation.

Contact us to learn more about this unique approach to your investments.