Our primary objective is to help our clients meet their long-term financial goals.

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• Investment Allocation

With your input, Advisor & Co., will develop an Investment Policy Statement. It’s both a blueprint and a report card that summarizes your risk tolerance, time horizon, asset allocation*, investment selection, and rebalancing** criteria.

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• Retirement Planning

To help you prepare for the future, we determine an appropriate portfolio distribution rate, together decide if and when an income stream is needed from your portfolio and propose an efficient distribution strategy.

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• Tax Planning

Tax minimization strategies help preserve your future. Advisor & Co., will guide you in allocating your investments in the most tax efficient manner and help gather information to assist your CPA for annual tax preparation.

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• Estate Planning

Proper legacy planning helps preserve the future of your finances and the decisions you’ve made for your money. We’ll review legal documents such as a Last Will and Testament, Living Will, and Power of Attorney, and work with an estate attorney to ensure the documents are set up properly.

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• Insurance and Risk Management

This aspect of our service will determine if you are adequately protected for life’s unexpected events. We’ll review your life, health, disability, long-term care, and property and casualty insurance needs, analyzing current policies and recommending changes or additional coverage if necessary.

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• Listening, Teaching, Guiding

Your situation is unique. And the financial plan that Advisor & Co., creates for you -- with you -- will also be the unique result of helping you understand the realities and help face the future with confidence!