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Solutions for Individual Investors & Families

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Performance Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes

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Portfolio Construction & Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives

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Retirement Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives

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Education, Estate & Legacy Planning

Saving, investment, and wealth planning strategies intended to help clients address their other important life goals

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Insurance 
Planning

Evaluation of risks and potential insurance needs and development of strategies to address them

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Corporate Benefits Planning

Helping key employees understand their corporate benefits and how they coordinate with their needs, goals and financial objectives

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Cash Flow Planning & Projection

Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals

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Business Succession Planning

Financial planning and risk management related to the retirement, disability, or death of a business owner or other key employee

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Charitable Gift Planning

Helping clients fulfill their charitable intentions through gifting strategies during their lives or upon death

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Account Aggregation

Secure online tools to allow clients to view their complete financial picture in a single place