Helping you make wise decisions
Our priority is to successfully guide you toward your life’s goals. Always planning ahead, we work to build a long-term strategy that is personalized to your unique circumstances and will evolve with whatever life throws your way.
Financial planning
Follow your personal roadmap
We create a comprehensive roadmap to help provide financial security for you and your family. We translate your personal priorities into goals such as retirement funding, purchasing real estate, education, charitable causes, and wealth transfer. Then we create and implement a plan to help you pursue your goals.
Wealth management
We’ll help you grow and protect your wealth with tailored strategies that focus on what’s important to you and the needs of your family or business. We will review every facet of your financial picture to develop a comprehensive wealth management plan that addresses your key objectives.
Manage investments
Ensure you have a plan in case of unexpected illness, or premature death.
Optimize tax strategy
Collaborating with your CPA, we’ll examine your goals and help you maximize cash flow and minimize taxes.
Protect your legacy
Develop an effective estate plan to protect your legacy for you, your family, and future generations.
Manage risk
We will assess your situation and make sure you have all the right protection in place.
Retirement planning
Pursue your desired retirement lifestyle
We serve honest, hard-working clients who have built their wealth by faithfully setting aside their savings over the years. Adam Spiegelman specializes in all aspects of the retirement planning process such as Social Security, Medicare options, investment strategies, pension plan elections, retirement account distribution strategies, long-term care insurance planning, and the Affordable Care Act.
Goal planning
Pursue your most important goals
Proper financial and retirement planning starts with goal setting—including short and long-term goals. Key short-term goals include setting a budget, reducing debt, and starting an emergency fund. Medium-term goals should include key insurance policies, and long-term goals need to be focused on your retirement. We will help you create, review, and update your financial goals. Then we’ll monitor your progress along the way to help you achieve your objectives.
Generational wealth planning
It’s important to have a plan in place to successfully transfer your assets, property, or business to your intended heirs when the time comes. Let us help make this transition as seamless as possible.
Estate planning
Create a master plan for the management of your assets and property during life, and the distribution of your property at death.
Wills and trusts
We’ll review wills and trusts, establish beneficiary designations, and help reduce your exposure to estate taxes and probate costs.
Coordinating with your tax and legal advisors we will create a generational wealth planning strategy that seeks to empower your legacy for generations to come.
