Services
Enhanced Planning
Enhanced planning goes beyond traditional financial strategies to create a more holistic and proactive roadmap for your future. Whether you’re preparing for retirement, optimizing wealth transfers, or managing risk across generations, enhanced planning blends advanced tools, smarter analytics, and personalized insights to help align your goals with evolving life stages.
Generational Vault
A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.
Long-term Care
Long-term care provides essential support for individuals who need help with daily activities due to aging, illness, or disability. It encompasses a range of services—from in-home care and assisted living to skilled nursing facilities—designed to preserve dignity, comfort, and independence. Planning ahead ensures you or your loved ones receive compassionate care, tailored to your needs, when it matters most.
Medicare
Medicare is a federal health insurance program designed primarily for individuals aged 65 and older, as well as certain younger people with disabilities. It helps cover essential healthcare services, from hospital stays to doctor visits, and offers optional plans for prescription drugs and supplemental coverage.
New Generation Retirement
The New Generation Retirement® system is our approach to creating a retirement strategy. It utilizes a five-step system that’s guided by three hallmarks of our company: fiduciary, transparency and technology.