Services to help you navigate what’s just around the riverbend

Planning Services

  • Illustration of a magnifying glass over a pie chart and bar graph representing Financial Planning.

    Financial Planning

    Financial planning is the process of evaluating your current financial path, establishing goals, and creating a plan to achieve them.

  • Circular chart with disability symbols, including wheelchair, visual and hearing impairments, and mental health representing Special Needs Planning.

    Special Needs Planning

    Special Needs Trusts, ABLE accounts, Supplemental Security Income (SSI), Medicaid, Letters of Intent, Housing & Transition.

  • Graphic of books, pencil, protractor, and triangle ruler representing Education Planning.

    Education Planning

    College financial aid and savings strategies including 529’s, UTMAs, taxable accounts, IRAs, and loans. Support with the new FAFSA forms and the college selection process

  • Blue umbrella with a dollar sign coin, symbolizing financial protection or Risk Management.

    Risk Management

    Insurance analysis (home, auto, health, umbrella, life, disability, long-term care), HSAs & FSAs

  • Illustration of a calendar page with a dollar symbol coin overlay representing Tax Planning.

    Tax Planning

    Tax bracket management, Roth conversion analysis, tax withholding/allowances, capital gains/loss harvesting, charitable planning, tax return review

  • Illustration of two elderly people hiking with poles, wearing casual outdoor clothing representing Retirement Planning.

    Retirement Planning

    Contribution analysis, Social Security & Medicare planning, RMD execution, retirement cash flow analysis, and lifestyle planning

  • Financial network diagram with dollar symbol representing Investment Management.

    Investment Management

    Risk tolerance, asset allocation & location analysis, inheritance management, rebalancing, and withdrawal strategies  

  • Illustration of a house with a checklist on a clipboard representing Estate Planning.

    Estate Planning

    Federal & State estate tax planning, trusts, estate documents (wills, healthcare proxy, POAs, etc), charitable giving, probate assistance

“We will all profit from a more diverse, inclusive society, understanding, accommodating, even celebrating our differences, while pulling together for the common good.”

-Ruth Bader Ginsburg

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