old couple walking

Services

Everything our
team does is
purposeful:

To make the lives of our clients better. The more we can take off your plate, the freer you are to devote time to what you enjoy most.

Let’s put the Kickstand
up and get moving on
your financial future.
country road

We have the expertise to handle your needs.

Some of our services include:

  • Retirement Planning

    • Retirement projections—forward-looking "what if" scenarios
    • Create a plan to retire, and stay comfortably retired
    • Social Security claiming strategies
    • Pension election strategies (joint vs single life, lump-sum vs monthly income)
    • Medicare and healthcare strategies for early retirement
    • Generating income from your investments
  • Income Tax Planning

    • Tax minimization strategies
    • Build a portfolio to make sure you are not paying unnecessary taxes
    • Annual review of your income tax returns to look for any missed opportunities
    • Tax-efficient distribution methods for retirement income
    • Roth conversions and Required Minimum Distribution (RMD) strategies
  • Estate Planning Guidance

    • Wills, Trusts, Power of Attorney
    • Revocable and Irrevocable Trusts
    • Charitable giving strategies
    • Probate vs non-probate assets
    • Review of beneficiary designations, Transfer on Death
    • Gift tax planning
    • Tax minimization strategies for gift, death, and inheritance taxes
  • Investment Management

    • Personalized portfolio construction
    • Asset Allocation - risk vs reward
    • Investing for growth, income, and downside protection
    • Rebalancing to stay in line with long-term goals
    • Proactive adjustments based on our market outlook
    • Access to countless investment options, pre-screened by our team
  • Insurance

    • Life Insurance—Term and Permanent
    • Income Replacement/Disability
    • Long Term Care Insurance
    • Umbrella Liability Insurance
  • Business Planning

    • Business continuation planning
    • Valuation analysis to buy or sell a business
    • Buy-Sell Agreements
    • Specialty insurance for business owners
  • Financial Planning Advice

    • Construction of a roadmap for your success
    • Advice regarding real estate (residence or investment property)
    • Advice regarding closely held private stock, stock options, Employee Stock Plan, Etc.
    • Coaching and accountability to keep your plan on track

We have the expertise to handle your needs.

Some of our services include:

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