Create a tailored plan that helps you make the necessary tradeoffs to achieve your joint goals.

Ensure you have adequate documents in place to protect your hard-earned assets

Review your exposures and assess if your coverage is sufficient.

Assess the suitability of your portfolio based on your risk profile and goals.

Model hundreds of scenarios based on your specific goals

Leverage tax advantaged plans to save for future education expenses

Identify opportunities to optimize your tax situation.

Create financial models to decide whether to rent/buy, remodel or purchase an investment property. 

Optimize portfolio for longevity goals and ongoing cash flow requirements.