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Wealth CARE Solution™

A Planning Process that Begins with You

Our goal is to cultivate and care for your assets, making it possible to pursue your chosen retirement lifestyle and a legacy for your loved ones. From our initial meeting together, we work closely with you to develop the most appropriate course for your financial future through our five-step Wealth CARE Solution™ planning process.

Our Wealth CARE Solution™ is designed to help you address your short- and long-term financial goals throughout every stage of your life.


We spend time getting to know you and ask a series of forward-thinking, in-depth questions to learn about your goals, concerns, family values and risk tolerance.


We present you with a detailed, customized plan outlining the strategies we recommend, which may incorporate retirement planning, risk management, estate planning, small business planning and charitable giving. This plan provides clarity for your financial future and is the foundation for the ongoing management and monitoring of your investment portfolio.


Because we want to build a relationship with you based on trust and understanding, we make sure you are satisfied and confident with the strategy we recommend and are ready to move forward.


Based on your needs and preferences, we meet with you regularly to keep your plan on track. We also make adjustments, when necessary, as the markets fluctuate or your personal or family circumstances change.


We often collaborate with our network of committed financial professionals (CPAs, attorneys and other key associates) to address the specifics of building your estate plan and legacy, while helping you grow and preserve your hard-earned wealth.

Our innovative Wealth CARE Solution™ helps us to efficiently collect and analyze your financial data, enhance goal planning and goal measurement, and track progress against goals on an ongoing basis. This fully integrated planning system helps to provide you with a comprehensive view of your financial picture, no matter where you are or where your assets sit. It can help you consolidate and integrate the various areas of your financial life in real time, and can provide paper-based or electronic reports that can be viewed 24/7.

Our Wealth CARE Solution™ provides:

  • Scenario planning – from single-goal or event analysis, such as retirement, or an unexpected death or disability, to a comprehensive financial plan, our system provides a platform for analyzing your options and charting your unique course to pursuing your goals
  • A comprehensive, aggregated view of all of your financial assets (including bank accounts, retirement plan assets, brokerage, mutual fund, annuity, insurance and 529 plans) in one place.
  • Real time asset values for your financial plan across multiple accounts and advisors.
  • A secure, online vault for storing critical documents and information, including your estate planning documents, insurance policies, income tax returns, passports and photos of valuable assets.
  • A method for tracking spending, resulting in a consistently clear understanding of your spending and saving over the last month, the last year or anywhere in between. It also provides a platform for categorizing spending which can help with budgeting and tax planning.

Contact Us to learn how our Wealth CARE Solution™ can help you gain greater control over your financial future.