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Our Informative and Proven Process:

As a firm, we apply our collective experience and attention to each client relationship. Our passion is clear throughout the process of helping you succeed personally and financially.

Step 5

Monitor & Evaluate

Step 4

Advice & Implementation

Step 3

Analysis & Plan

Step 2

Comprehensive Financial Overview

Step 1

Getting to Know You

Step 1

Getting to Know You

We’ll start by discovering what’s important to you. Together, we will discuss your: 

  • Family makeup and relationship with money
  • Hobbies and passions as they relate to your wealth
  • Risk tolerance and more

Step 2

Comprehensive Financial Overview

Next, we will take a detailed look at your financial situation. This may include a discussion surrounding your:

  • Income, assets and expenses
  • Insurance and taxes
  • Spending cash flows
  • Benefit plans and incentive programs

Step 3

Analysis & Plan

With the help of technology and unique planning software, we will begin to analyze a variety of possible scenarios. Capabilities include:

  • Generating portfolio income
  • Discussing the impact of market corrections or large expenses
  • Other long-term possibilities 

Step 4

Advice & Implementation

At this stage, our team will:

  • Present customized recommendations based on your needs
  • Provide comprehensive guidance and clear actions on next steps
  • Hold you accountable to your best intentions

Step 5

Monitor & Evaluate

Over time, we will continue our relationship in order to allow for the best possible outcomes of your plan. This will include:

  • Monitoring the progress of your plan
  • Making adjustments based on any events or transitions you encounter
  • Looking for tax-efficient strategies to improve your performance

Ready to Get Started?

Schedule a Conversation

Experience a Variety of Prudent Wealth Management Services

As you consider retirement and the goals you have in mind, your financial strategy must follow suit. With a diverse range of solutions, we’ll identify your needs as we tackle the challenges and opportunities ahead of you.


Family Financial Overview

Clarifying your family values, goals and objectives is the first step to align the financial future you have in mind. Gathering your financial statements and information will help us identify and address your priorities.


Develop a Plan

On the road to retirement, your goal is to continue living a meaningful life. We’ll help define an ideal and acceptable lifestyle for you which will involve identifying sources of income and optimizing your spending and savings priorities.

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Wealth & Investment Management

Upon conducting a personalized portfolio review, we will develop solutions that are customized to your needs. We may also implement third-party investment management services as needed.

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Tax Strategy

We’ll analyze and compare your circumstances in pre-tax and tax-free scenarios. In addition to a Social Security tax analysis, these details will help us assess your future qualified tax exposure.

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Retirement Income Planning

Designing sensible, tax-efficient streams of income can help you more effectively approach your retirement chapter. We’ll also work with you to calibrate distributions and develop Social Security and Medicare planning strategies to help you enjoy the things you want in life.

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Insurance & Asset Protection

Unexpected occurrences can place a financial strain on your path to retirement. Together, we’ll explore strategies to help protect your life savings and ensure your legacy is left as you intend.

Have Questions About Our Services?

Contact Us

Strategic Partnerships

In addition to our firm’s capabilities, we’ll collaborate closely with professionals you may be working with (such as CPAs and/or attorneys) or our own network to approach your needs. This can include guidance in:

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Tax Control Strategies

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Health Insurance Coordination

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Medicare Coordination

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Estate Planning