Investment Management
Our investing philosophy is consistent with the concepts of diversification. We take a core-satellite approach of having a core of domestic equity and build around that based on your needs. Read more…
Tax Planning and Preparation
We specialize in tax planning for families that itemize their taxes. There are several tax planning solutions for those who give and those who own real estate. Being able to provide tax planning and investment management in a context of financial planning is a key part of what we want to do for our clients.
Primary Elements of Tax Planning and Preparation:
Reviewing previous year’s returns
Evaluating Charitable Giving
1031 Opportunities
Section 179 Deductions
Working with K-1s, schedules A-F
Virginia State Tax Strategy Review
Comprehensive financial planning sounds daunting but it really is the process of determining what is important to you and aligning your financial life towards those goals. Read more…
Components of a comprehensive financial plan:
Cash Flow Analysis/Debt Management
Employee Benefits
Tax Strategies
Estate Planning
Investment Consultation
Risk Management
Personal Retirement
College Funding
Mortgage/Refinancing Consultation
Business Consultation
Review Services
