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Financial Management

Investment Management Agent

Our goal is to understand your needs and develop an action plan that focuses on delivering the best total after-tax return possible for your investment portfolio. You receive specialized financial expertise through a team approach. You will have both a Wealth Advisor and a Portfolio Manager as partners in your account relationship. Through your Investment Management relationship, we will assist you with the following:

  • Comprehensive financial planning based on your personal goals
  • Professional management of your investment portfolios
  • Retirement distribution planning
  • Charitable donation and gifting plans
  • Wealth transfer and estate planning strategies

Financial Manager

As your Financial Manager, you will receive all of the services listed above plus we can assist you or family members with day-to-day finances. Our Financial Management Services truly simplify your banking and provide you peace of mind.

  • Pay bills — property taxes, income tax estimates, utility charges, medical bills, etc.
  • File insurance claims and manage premiums
  • Work with Medicare
  • Coordinate tax preparation
  • Assist with real estate transactions
  • Provide easy-to-understand reports and complete income tax records

Depending on your interest and involvement with decision making expectations, we will customize your services. You decide if you desire full discretion, joint discretion or a custodial relationship.

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