Financial Planning
Don’t put off until tomorrow what you can do today.
It’s never too early to start thinking about your future. Our team of financial planning professionals will design a plan that evaluates your current situation by analyzing your assets, income and expenditures to identify:
What assets do you need today?
What can you do to pursue your financial goals?
We provide regular reviews and modifications, ensuring that your financial plan stays current and dynamic.
Define your definition of Financial Freedom!
For Individuals
Wealth Accumulation
We help you utilize the appropriate vehicles to obtain your goals to generate long-term wealth.
Risk Mitigation
Identify vulnerabilities and formulate strategies to mitigate risks, including longevity, market, inflation and tax.
Tax Strategy
Tailored strategies designed to reduce, not only current, but future tax liabilities, including tax Loss harvest and Roth conversion.
Student Loan Debt
We have the knowledge and expertise to minimize the costs associated with your student loans.
For Businesses
Risk Mitigation
Identify vulnerabilities and formulate strategies to mitigate risks, including longevity, market, inflation and tax.
Tax Strategy
Tailored strategies designed to reduce, not only current, but future tax liabilities, including tax Loss harvest and Roth conversion.
Benefits
We help you attract and retain the employees you want and need.
Succession
Understanding and making plans for what happens to your business when you’re gone is vital.
Advisor Contacts
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James Baker, Jr., CFP®, ChFC®
Senior Associate | Wealth Manager
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Jacob Yates, CFP®
Associate Partner | Wealth Manager
