FAQs

We work with a wide range of clients, including individuals, families, retirees, and business owners. Each client comes with unique financial goals, and we customize financial planning strategies to help them build, manage, and preserve their wealth.

Our comprehensive services include investment planning, retirement planning, insurance planning, tax-efficient financial planning, asset planning, and charitable giving strategies. Whether you’re preparing for retirement, growing a business, or leaving a legacy, we provide guidance every step of the way.

Most of our clients are charged an asset-based fee, determined by the amount of assets we manage on their behalf. This structure keeps our interests aligned with yours—we succeed when your portfolio grows.

Yes, we offer both virtual and in-person appointments to make financial planning accessible and convenient. Whether you prefer face-to-face conversations or the flexibility of online meetings, we’ll work with your schedule.

This is one of the most common estate planning questions we receive. A Will outlines how your assets are distributed after death, while a Trust can provide greater control, privacy, and efficiency in transferring assets. We help clients evaluate which option best supports their long-term goals.

Tax planning is a core part of our financial process. We help clients minimize tax liabilities through strategies such as retirement account contributions, tax-efficient investment allocations, charitable giving, and estate planning techniques.

That’s exactly what we evaluate together. We review your investments, savings, and retirement plans to determine if you’re on track to meet your financial objectives, then adjust strategies where needed.

We are affiliated with Harbour Investments, Inc., based in Madison, Wisconsin. For custody services, we most commonly work with Charles Schwab. This ensures client assets are managed with security and transparency.

Yes. Retirement planning is one of our specialties. We help you create a sustainable retirement income strategy that balances growth, income needs, and risk management—so you can retire with confidence.

Absolutely. Insurance is a vital part of preserving your wealth. We review your life, disability, and long-term care insurance needs to help ensure your financial plan covers life’s uncertainties.

Yes, many of our clients are business owners. We assist with succession planning, retirement plans for employees, and strategies to maximize tax efficiency and long-term financial growth.

Yes. For clients interested in philanthropy, we provide guidance on tax-efficient charitable giving options such as donor-advised funds, charitable trusts, and legacy planning.

We combine personalized financial planning with ongoing guidance. Instead of one-time advice, we build long-term relationships to adapt your plan as life and financial markets change.

Getting started is simple. We’ll begin with a complimentary consultation where we learn about your goals, answer your questions, and explain how we can support your financial future.