Our Services

Whether a client has decades left to save, is fast-approaching retirement, or is already retired, we strive to help each client to make the best decisions possible to pursue and exceed their goals. After determining how much you need to retire comfortably, the most suitable asset allocation to address your goals, and understanding your risk tolerance, we develop a personalized series of recommendations for your unique situation. Once we have a plan in place, we will meet periodically to ensure that your goals are being addressed.

Estate planning allows you to pass on your assets to who you want, when you want, how you want. You should review your wills and trusts periodically, especially if you experience any life changes, like the birth of a child or grandchild. We coordinate with tax and legal advisors to help our clients preserve their estates for their intended heirs, assign beneficiary designations, and reduce exposure to estate taxes and probate costs.

Along with basic estate planning, we strive to help clients make decisions about the variety of sophisticated strategies that are available to them when transferring wealth to future generations in the most tax efficient manner possible. We have valued partnerships through Kingdom Advisors® who can assist with advanced wealth transfer strategies and show how our clients can leverage charitable overlays to help them bless loved ones and convert tax dollars into charitable dollars for a greater and more generous impact.

A critical aspect of your financial health is found in the steps you take to prepare for the unexpected. Through a detailed review of any existing insurance policies and implementing any recommended policy changes when appropriate, we endeavor to help our clients protect their assets and prepare for whatever life brings their way.

Many of our clients with children would place “saving for college” as a top financial goal. Kim personally understands the importance of planning, having sent his four daughters through college over the past decade. With guidance, saving for your child’s education no longer needs to be a daunting task.

From student loans to consumer debt, we know that many clients have a goal of chipping away or eliminating their debt burden to free up their resources and better achieve their goals. We can analyze your unique situation and help you design a plan to get out of debt.

We understand that business owners have a responsibility to their employees and we want to help them make the best decisions when it comes to selecting a benefits package. In today’s competitive workplace, a retirement plan can help to retain qualified and loyal employees. We are committed to helping business owners overcome the issue of enrolling and educating their employees in their retirement package.

Asset allocation does not ensure a profit or protect against a loss. LPL Financial does not provide tax and/or legal advice or services. Please consult your tax and/or legal advisor regarding your specific situation.