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1065 Andrew Drive, West Chester, PA 19380

4842825267
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Financial Life Planning

We begin by exploring your life vision and the range of possibilities given your resources. We help you clarify and prioritize your life goals and then align your saving/spending and investment policies to not only achieve your current life vision but also to position you to enhance it.  

Common Questions We Can Help You Answer

  • What is the right balance between saving for the future and living well today?
  • What if I die or become disabled?
  • What resources can we provide our children and still meet other life goals and needs?
  • Can I afford to buy a second home?
  • Can I afford to support my favorite cause?
  • Can we help with our parent's long-term care needs?
  • Can I retire and maintain my lifestyle?

A Wealth Management Framework for a Fulfilled Life

Our Patented Comfort Zone Process

Experience clarity, confidence, and control with our patented Comfort Zone process


  • Your Comfort Zone plan evolves with your life.
  • Your Comfort Zone plan evolves with priorities.
  • Your Comfort Zone plan helps manage trade-offs.
  • Actively balance goals for today versus tomorrow.
  • Your Comfort Zone tracks your plan's evolution, adjusts for life events, and delivers the results in understandable plain English.


Tax Strategy

Pre-tax returns matter. After-tax returns matter more.

Our tax strategies seek to minimize investment-related taxes, lifetime income taxes, and estate taxes. In doing so, we will work closely with your CPA and other trusted advisors. Our goal is to keep more of what you earn.

Investment Taxes

  • Household-Based Tax Location
  • Municipal Bonds
  • Tax-Preferenced Investments
  • Tax Loss Harvesting

Lifetime Taxes

  • Tax Return Analysis & Forecasting
  • Roth Conversion Strategies
  • Tax-Efficient Withdrawals
  • Social Security / IRMA

Estate Taxes

  • Trusts / Gifting
  • Insurance
  • Charitable Giving
  • Family Limited Partnerships

A Disciplined Process for Wealth Mangement

Initial Plan<br/>

Initial Plan

 Goals & Dreams

Saving / Spending Policy

Investment Policy

Asset Protection Strategies

Special Considerations

On-going <br/>

On-going

 Comfort Zone Monitoring

Quarterly Status Update

Investment Oversight

Daily Re-balancing Check

Tax Loss Harvesting


Annual<br/>

Annual

Company Benefits Review

Insurance Needs

Estate Plan Review

RMDs

Roth Conversions

Talk to Us About Our Planning Services