Working Together

• Evaluate retirement plans and investment options to determine your best fit
  
• Interact with us and our industry-leading software to aggregate your finances and monitor your progress
  
• Align asset allocations to match investment goals
  
• Review insurance, including life, disability, long-term care, and company benefits
  
• Review beneficiaries for accuracy and purpose

Meet with us 2–3 times annually

• Includes Be Intention plan plus:
  
• Prepare and compare projections for utilization phase (retirement)
  
• Create a distribution strategy for retirement income that minimizes taxes and risk
  
• Explore creative generosity: donor advised fund, qualified charitable distributions
  
• Review paycheck/tax withholdings
  
• Plan ahead for tax impact of Medicare brackets, Roth IRA conversions, etc.
  
• Evaluate stock options/restricted stock units
  
• Employee stock purchase plan

Meet with us 2–3 times annually

• Includes Be Innovative plan plus:
  
• Plan for life transition events (death, retirement, major job changes, second home)
  
• Develop your long-term estate plan
  
• Facilitate reviews, as needed, with your
• Accountant and Attorney
  
• Share proprietary asset allocation models
  
• Receive advice/guidance on specific external stocks/funds/investments
  
• Coordinate business finances and personal finances

Meet with us 2–3 times annually

• Personalized advice by a dedicated Financial Advisor
  
• Review of your plan by a Certified Financial Planner®
  
• An intentional process to keep you thoughtful and accountable as you explore the best ways to use your money
  
• Access to a comprehensive client experience including exclusive social, educational, and charitable events

• Net Worth Summary and Financial Projections
  
• Tax Efficiency Checklist to focus on the purpose of your money (and the best way to use dollars that are taxed now, later, or never)
  
• Written summaries of recommendations and advice
  
• Guidance on topics you may not be thinking about
  
• Quick responses on questions as they arise

We believe in planning intentionally and living generously. Our Core Values set us apart from every other financial manager in the industry.

We currently manage assets worth more than $344,000,000, and we’ve facilitated well over $700,000 in charitable gifts. We’ve helped hundreds of people, and we’re ready to do the same for you.

We don’t just talk the talk. We proudly partner with a wide range of charities and organizations in your community. Compassion for others is at the heart of what we do.