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Institute of cost accountant, institute of cost accountant.#Institute #of #cost #accountant


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WHAT WE DO

Institute of cost accountant

We get to know each other. Determine your goals and financial concerns.

Institute of cost accountant

Review Financial Health

Review your current portfolio, tax filings, retirement plan, estate plan and insurance coverage.

Institute of cost accountant

Customized Strategy

Develop your customized comprehensive financial strategy and investment portfolio.

Institute of cost accountant

Accountability Coach

We keep the conversation going. Staying in touch regularly and keeping you up to date.

What you don’t know could cost you what you have been working so hard to attain. We uncover hidden risks that would set you back from reaching your financial goals.

High cost investments

Inefficient asset location

Current portfolio not designed to meet goals

Cost of living adjustments

Incorrect or lack of beneficiary designation

Outdated wills trust documents

Unintended plan for children from previous marriage

Inappropriate plan for special needs children

Inefficient use of estate tax exemptions

Opportunity to make annual gifts

Unnecessary taxation of capital gains

Tax inefficient charitable contributions

Roth conversion opportunity

Opportunity to shift income to lower brackets

Scroll over titles above for potential hidden opportunities/risks.

Our Wealth Management Service Offers

  • College Planning
  • Risk Management
  • Tax Planning
  • Charitable Planning
  • Next Gen Planning
  • Investment Management
  • Cash Flow Management
  • Retirement Planning
  • Estate Planning
  • Pre and Post-Divorce Planning
  • College Planning
  • Risk Management
  • Tax Planning
  • Charitable Planning
  • Investment Management
  • Cash Flow Management
  • Retirement Planning
  • Estate Planning

We are constantly keeping abreast of financial planning trends so that you don t have to.

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Your Trusted Advisors

We have over 35 years of experience.

All investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation.

As a fee-only investment manager, we are beholden to no one other than our clients. We are fiduciaries and legally obligated to put your best interests first. We are committed to providing unbiased financial advice and acting exclusively in the best interest of our clients. We are proud to adhere to the best practices and guidelines of The Institute for the Fiduciary Standard. To learn more about this professional code of conduct, visit our Resources page.

Institute of cost accountant


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