Services

Broadening Horizons is our primary aim—enhancing opportunities and expanding future possibilities in the lives of our clients. We have developed a process to Plan, Invest, and Protect the personal wealth of our clients, which includes the following strategies:

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Plan

  • Envision and define your life’s values and goals
  • Organize your finances into one consolidated view
  • Manage and plan to pay down debt efficiently
  • Retirement income planning
  • Charitable giving strategies

Invest

  • Benefit from employer matching, stock options, pension, and other benefits
  • Shelter investments from the negative drag of taxes
  • Allocate your portfolio in alignment with your risk tolerance and goals
  • Discipline your savings and spending habits, and investor behavior

Protect

  • Prepare for adversity with emergency source(s) of funds and liquidity
  • Insure against potential risks to your long-range plans
  • Hedge against risks such as health care costs, survivorship, convalescent care, etc.
  • Create a legacy where the transfer of assets align with your values and goals