Asset Accumulation
It is important to develop a defined and disciplined approach to specific savings goals. We work with clients in addressing the following key elements:
- Identify specific savings goals – college, retirement, major purchases, vacations, etc.
- Define the target dates for your goals – short, intermediate or long term
- Develop and maintain an emergency reserve fund for short term liquidity
- Eliminate short term debt such as credit cards
- Efficient management of long term debt such as a home mortgage
- Understand the relationship between risk and reward – what is your comfort level with investment volatility, especially related to the target dates of your goals
- Take full advantage of tax deferred plans – 401(k), 403(b), TSA, deferred compensation – especially if employer matching is available
- Selection of appropriate investments and recommendation of an asset allocation strategy consistent with your goals

Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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