• We help families and individuals develop a firm financial foundation that will
  springboard them towards their financial goals. Whether budgeting for family
  vacations, becoming a first-time home buyer, or saving for a child’s future college
  costs, we will enable you to achieve your goals through comprehensive financial
  planning and investment solutions.
• Optimization and prioritization of your investments is part of our stewardship goals as you build a nest egg in preparation for retirement.
• Individual, Trust, or Joint Accounts, ROTH IRAs, Traditional IRAs, Tax Loss Harvesting, 401K Investment Management, Life Insurance, and eMoney

Budgeting are a few of the tools and solutions that may be a part of your financial
picture with investments tailored to your risk tolerance and objectives.

• Developing and expanding your own business, providing for, and raising a family,
  and taking care of your employees and their families can be both strenuous and
  fulfilling.
• We help business owners mitigate distractions that take time away from their business growth and family time through business coaching, planning, investment management, and employee retirement solutions.
• We offer low cost and user-friendly 401K plans, profit sharing plans, SEP IRAs, Simple IRAs, Key Person Insurance Policies, Deferred Compensation plans, etc.
• Your business relationship extends to your employees. By collaborating with us,
  you provide them with the opportunity to build a relationship with us and have
  financial peace of mind.
• Succession planning, business valuation, and helping you redeploy after a business sale are value adds to reduce your stress and improve your quality of life.

• Our goal is for each client to live abundantly and with purpose. The act of retiring
  itself can become too much of a focal point, instead we will help you retire to something. This means focusing on your passions in retirement like travelling, spending time with grandkids, or serving others. At GWP we call this
  “Redeployment” or “Living with Purpose.”
• We want to take care of all your financial needs so that you can focus on what is
  important to you while having financial peace of mind.
• We will utilize tools like Retirement Income Planning, ROTH Conversions, and various Tax Strategies to optimize your portfolio and liquidation strategies while providing you with regular updates on financial markets and changes to your investment models.
• Legacy and Dynasty Planning typically become a focal point at this stage along with philanthropic pursuits. Help us understand your legacy goals so that we can align your financial approach wisely.

• We work with families to facilitate wealth transfer from one generation to the next
  tax efficiently and without hassle.
• The tools we use to accomplish this may include TODs, Wills, ILITs, QCDs, DAFs, CRTs, POAs, Various Trusts, etc. *
• Multiple families are working with us across three generations to ensure their children, grandchildren and parents are receiving expert fiduciary stewardship, financial advice, planning, and wealth management.
• It is our privilege to steward your finances through Generational Wealth Planning as you bless those around you.

* ILIT- Irrevocable Life Insurance Trust, QCD- Qualified Charitable Distribution, DAF-
Donor Advised Fund, CRT- Charitable Remainder Trust, TOD- Transfer on Death
Agreement