Services

If you have not been monitoring your portfolio on a regular basis, now is the time to do so. If you’ve never had a second opinion regarding your portfolio, now is the time to do so. Reviewing periodically (at least annually) will help you understand whether you are on course to meeting your goals, or whether you need to change your strategy or tactics, with the ultimate goal of improving your results. We believe a portfolio needs to be reviewed to make sure that it is achieving your desired results within acceptable risk tolerance and other constraints.

We can help guide you along the path to—and through—retirement. No matter where you are in life, we can provide guidance, tools, solutions and services to help you prepare for retirement on your terms. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. We help you identify the amount of money you may need for retirement and a sound approach involves taking a close look at your potential retirement-income sources.

When our clients are invested in income producing instruments such as bonds, dividend paying stocks, real estate, private equity, pensions, annuities, income from those investments should be as established and steady as possible. We have many tools and resources to create strategies for managing such investments with the goal of achieving continuity of income that is predictable and sustainable.

Our strategic partnerships allow us access to the industry’s best experts to develop and implement strategies for affluent families and business owners looking to meet a variety of complex goals, including but not limited to:

• Business Continuation Planning
  
• Non-Qualified Deferred Compensation
  
• Legacy Planning
  
• Funding Buy/Sell Agreements
  
• Supplemental Retirement Plans
  
• Key Person
  
• Wealth Transfer
  
• Estate Equalization

Parents and grandparents today have more choices than ever for college savings. While that variety gives families greater flexibility, it also means greater research is needed to find the right strategy. Allow us to explain the details and benefits to 529 College Savings Plans, Coverdell Educations Savings Accounts (ESA), Custodial accounts and Taxable accounts and help decide which strategy fits your unique situations

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

Matt Rufkahr has been providing trusted money management to clients for more than 15 years. We work with Qualified and Non-Qualified accounts of all varieties and efficiently design your plan and constantly ensure that it is highly functioning towards the objective of making successful investors out of our clients.

Our portfolios involve the creation of customized investment strategies using the lowest cost available share classes of institutional quality investments with a keen objective outlook on investment opportunities. Managing your assets requires market knowledge, timely advice and a clear understanding of risk and client objectives. We help you define your objectives and together we define a strategy that aims to achieve your goals, taking into account the current state of financial markets, the global economy, your medium and long-term objectives, your risk appetite and market opportunities. Each client is unique and distinctive, with different needs and objectives. We recognize this and cater to each individual personally with a tailor-made approach thanks to a management philosophy that is focused on providing added value and objective advice for a fee between 1% and 1 ½%.