Philanthropy

Philanthropy

Philanthropy

Philanthropy for your future

Philanthropy

Many clients have philanthropic interests. We can help you maximize your impact by optimizing the most efficient way to donate to charity from your investments.

Philanthropic Investment Services:

  • Qualified Charitable Distributions (QCD) from your IRA
  • Gifting stock
  • Donor Advised Funds
Talk to us about maximizing your philanthropic impact today!

Our Approach

1

Assess

We take the time to understand your needs, wants and wishes.

2

Educate

Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.

3

Achieve

Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.

Assess

We'll take a deep dive into your current financial situation.
1

Assess

We take the time to understand your needs, wants and wishes.

Educate

Feel empowered and confident in your financial decisions.
2

Educate

Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.

Achieve

Things change. We build in flexibility to adapt to your life.
3

Achieve

Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.

other services

Cash Flow Planning

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Estate Coordination

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Investment Management

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Personal Risk Management

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Retirement Planning

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Tax Coordination

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What If Scenario Analysis

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Let’s begin today!