Personalized Planning

    In-depth financial planning is the foundation for all we do. We know the importance of sound planning because we’ve helped steer our clients through life’s transitions for years. The plans we create serve as a guide to direct asset allocation decisions, tax efficiency, estate planning, and more. We continually update your plans as your goals and needs evolve.

    Retirement Planning

    “When can I retire?” “When should I take Social Security?” Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. It includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk.


    Maintaining a comfortable retirement lifestyle depends on the money you save, the investments you make, and the assets you accumulate during your Accumulation Phase.

    Income Planning

    Jed has specialized experience in successfully planning for retirement and building sustainable retirement income streams for our clients.

    We work with clients who are nearing retirement or who have embarked on their retirement journey to help them feel more comfortable and secure about their financial future.

    Risk Management

    “How can I plan so I don’t become a burden for my children?” We help protect all you have worked hard to build. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need.

    Taxation Planning

    “Which tax strategies should I consider?” “How much can I give to my kids each year?” It comes as no surprise that so many of our clients want to explore the strategies they can use to help manage their financial goals in the most tax-efficient manner. We can help minimize the tax burden you face today and in the future by understanding your specific circumstances and navigating the evolving tax laws.

    Special Services

    Tax Preparation Services: For clients who maintain $400,000 in assets under management with our firm, we cover the cost of your tax preparation and tax consultations if you use our recommended CPA. This allows us to work closely with an accountant to offer you cohesive planning. Of course, we can also collaborate with your trusted CPA if you choose. 

    We simplify your life with the following services to keep your financial life running smoothly:

    Secure Document Storage

    Rely on secure digital storage of your important financial documents, such as wills, trusts, tax returns, and insurance policies.

    Account Aggregation

    View all your financial information in one convenient location, giving you an up-to-date picture of your entire financial portfolio

    Secure Shredding

    To protect your personal data, we offer secure document shredding and disposal.

    Notary Service

    We offer all our valued clients a notary service at no charge.