Services
What You Need is What We Do
Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Our services are customized to your specific set of needs and long-term goals, and once we help you identify those, we have access to a broad pool of research, resources and planning expertise from which we can draw when designing a personalized solution for you.
If your needs include any of the following, we would love to talk with you:
- Responsive, efficient, world-class service
- Transparency of fees
- Coordination or consolidation of assets due to marriage, divorce, death or inheritance
- Regular, proactive communication
- Comprehensive Financial Analysis
- Retirement and cash flow planning
- Education planning
- Estate planning reviews
- Review of employer based assets, including 401's, stock options and RSU's
- Planning for liquidity events
- Determining savings needs and facilitating regular savings
- Tax planning
- Social security planning and analysis
- Wealth transfer and gifting
- Charitable and planned giving
- Investment Consulting
- Retirement and cash flow planning
- Discretionary, tax-conscious portfolio management
- Risk analysis and asset allocation management
- Deep knowledge of Northwest public companies
- Cash management
- Stock option planning
- Management of concentrated positions
- Risk and Liability Management
- Risk analysis and asset allocation management
- Income protection strategies
- Security-based lending services
- Insurance needs analysis
- Security-based lending services
- Assistance for relatives and close family
- Coordination with your attorney and tax advisor