Our Services It's Your FutureOur first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, and identify your dreams and goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.Our site is filled with educational videos, articles, slideshows, and up to date information designed to help you learn more and how our services may be a value to you. As you explore our site, send me a note regarding any questions you may have and we invite you to come in for a complementary meeting or workshop to learn more with no cost or obligation. The Fiduciary Comprehensive Wealth Management Process To help you reach your retirement goals, we have developed a process to help you get more life out of your assets and income for your "golden years". Using this step-by-step wealth and lifestyle optimization strategy, we design, implement and monitor a financial plan built around you. This exclusive approach to financial planning is designed to help you realize your personal and financial objectives so you can focus on the other important aspects of your life.Our process begins with a meeting to fully discuss your timeline, goals, and concerns. We then conduct a thorough analysis of your current financial position in the context of your needs and goals. This allows us to work together and create a customized plan that addresses your specific objectives. We then work to achieve efficient and tax-wise management of your assets. Finally, our ongoing counseling is structured to help you attain your goals, enrich your lifestyle, and avoid any unnecessary economic losses.To ensure that we thoroughly address your concerns, our firm receives the support and experience of qualified specialists including Certified Public Accountants, estate planning attorneys, and insurance professionals that we have been working with for years.Services: As an independent financial planning firm, we provide a variety of services to meet your needs as a fiduciary including:Comprehensive Analysis of Current Financial SituationCurrent Position and Net Worth AnalysisInvestment Planning and Analysis and DesignCustomized Planning of your Company BenefitsRetirement Planning and IRA Distribution Analysis, including age 72 RMDCompany Stock Option Distribution StrategiesRetirement Package/Lay-off Package AnalysisSurvivorship Planning Estate Planning/Family Wealth StrategiesIncome Tax Planning and Reduction StrategiesEstate Preservation and Long Term Care PlanningThe goal of going through this planning process is to help you:Feel more confident that you have a trusted, experienced professional on your sideDetermine clear financial goals and a plan to achieve themFind yourself in a better position to manage overall risk and grow your assetsMinimize your income taxes using advanced planning strategiesIdentify and address potential roadblocks to financial prosperity and securityYour financial needs are our top priority. Therefore, we will always remain committed to helping you attain your financial objectives and your vision of the future.Ron's caring nature, along with his unique ability to convey sophisticated financial concepts in an easily understood manner, enable him to develop an excellent rapport with his clients.