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Aevitas

Aevitas is a latin word describing one's stage, period, or journey of life.

Your most pressing financial issues depend on who you are and where you are in your journey.

 

Executive/Entrepreneur/Young Professional?
                                                                
 
1. Do you lack the time or desire to manage your investment portfolio?
 
2. Do you want help navigating executive compensation plans, such as stock options, restricted stock, or deferred income plans?
 
3. Do you own a business and want to develop a retirement plan for you and your employees?
 
4. Are you looking to couple efficient investing with tax reduction strategies?

 

 

 
           
 
 
     
Ready To Retire?
                                                              
 
1. Will you have enough to retire and maintain the lifestyle you desire?
 
2. Do you have enough risk mitigating insurance, such as life, health, disability, and long-term care insurance?
 
3. Have you developed an estate plan with the appropriate documents, such as a will, trust, or power-of-attorney, and/or is it properly funded?
 
4. Have you established a sound strategy for starting Social Security?
   
               
     
Just Starting Your Journey?

                                                   

 

1. Do you need help managing your employer's retirement plan, such as 401(k), 403(b), or government sponsored plan? 

 

2. Have you developed a plan for managing cash flow and debt, while saving for the future? (retirement, having children, college, or down

payment for a house).

 

3. Do you need help understanding your employer's benefits package and which options (medical, dental, etc.) to elect each year?

 

4. Did you try a "robo advisor" just to find that they fell short of your expectations?

   
               
     

You need a financial advisor with integrity, commitment and experience to guide you on your journey... 

Let Us Guide You!

 

FOR PROSPECTIVE CLIENTS

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Tips to Improve Retirement Confidence

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FOR CLIENTS

Client Checklist and Questionnarie

Quarterly Market Review

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