Our Services
Wealth Strategies
Our Wealth Strategies service focuses on helping you build, manage, and protect your wealth through personalized financial planning and investment management. We start with a thorough assessment of your financial situation, goals, and risk tolerance, then design a customized strategy that aligns 
with your long-term objectives. This service includes investment management, tax planning, and estate planning to ensure a holistic approach to your financial health. By integrating these elements, we hope to provide guidance to sustainable wealth growth, to help you to achieve long-term financial goals.
Intergenerational Planning
Intergenerational Planning is designed to ensure your family's financial legacy is preserved and transferred smoothly across generations. We provide comprehensive estate planning, tax strategies, and wealth transfer solutions tailored to your family's needs. By addressing these critical aspects, we aim to help preserve your family’s wealth, minimize tax liabilities, and foster a sense of financial stewardship among younger generations.
Retirement Savings Strategies
Our Retirement Savings Strategies service helps you build a robust financial foundation for your retirement. We analyze your current
savings, projected income needs, and retirement goals to develop a personalized savings plan. Utilizing tax-advantaged accounts, employer-sponsored plans, and other investment vehicles, we optimize your contributions and growth potential. This approach strives to set you on a clear path to achieving your retirement goals, providing peace of mind for your future.
Military Professionals & Veterans
We offer specialized financial planning services for Military Professionals & Veterans, addressing the unique financial challenges and opportunities faced by those who serve or have served in the armed forces. As a veteran himself, Ben and his team are knowledgeable about military benefits, pensions, and retirement plans, providing tailored advice to maximize these resources. By offering targeted advice and support, our goal is to help military personnel and veterans build a solid financial foundation and secure their long-term financial well-being.
LGBTQ+ Finances
Our LGBTQ+ finances service is designed to address the specific financial planning needs of the LGBTQ+ community. This includes navigating legal complexities, such as marriage and domestic partnership laws, estate planning, and health care directives. We provide personalized advice on investment strategies, retirement planning, and tax considerations that reflect the unique challenges and opportunities within the LGBTQ+ community. By offering tailored financial solutions, we aim to empower LGBTQ+ individuals and couples to achieve their financial goals with confidence and security.
Divorce Finances
Our divorce finances service helps individuals navigate the complex financial aspects of divorce. We offer guidance on asset division, alimony, child support, and post-divorce financial planning. Our approach hopes to provide you with a clear understanding of your financial rights and obligations, enabling you to make informed decisions and secure your financial future during and after the divorce process.