Our Services

Setting clear and measurable financial goals is the cornerstone of a comprehensive financial plan. We work with you to establish one, five, and ten-year targets, each with precise deadlines to guide your financial journey.

We begin with a brief risk assessment to determine your unique "risk number" and educate you on available options. By comparing your current portfolio risk number to your desired level, we recommend adjustments to optimize your investment strategy. Utilizing tactical money managers, we design investments that align with your objectives and/or eliminate investment losses.

Our tax planning strategies leverage current tax laws and are integrated with your investment decisions to minimize tax liabilities. Our goal is to work towards a tax-efficient retirement for each client, providing opportunities for tax-free income in retirement.

A successful retirement plan involves creating replacement "paychecks" and fun “playchecks” The goal: To ensure a steady stream of income throughout retirement. Our aim is to provide you with guaranteed income that lasts a lifetime, addressing potential challenges such as excessive debt and children's college costs to ensure financial security.

Legacy planning goes beyond creating a will. We offer comprehensive estate planning solutions that facilitate the seamless transfer of assets to your loved ones with minimal costs and delays. Our flexible approach allows for your specific wishes to be outlined and accommodates future changes with ease and flexibility.

Our program is designed to guide students toward securing admission to the best possible colleges at the most affordable cost. Simultaneously, we help families optimize their savings for college, without compromising their retirement. For more information check out our website B-CollegeWise.com.