Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investment Management

Fiduciary for advisory client accounts
Tax-efficient and transparent investment portfolios
Risk appropriate investment selection unique to each client's circumstances
Portfolio diversification for employee stock compensation
Transparent and competitive fee structure

Comprehensive Financial Planning

Employee stock compensation analysis (stock options and restricted stock)
Tax-efficient savings strategies
College savings analysis
Special needs savings analysis
Cash flow analysis
Liquidity event planning
Retirement planning
Social Security analysis
Healthcare cost analysis

Wealth Management

Legacy planning and estate plan review
Trust analysis and review
Life insurance analysis
Income tax return analysis
Charitable giving advisory services
Securities based lending

Relationship Management and Private Client Services

Collaborate with existing client advisors - accountants, attorneys, etc.
Educate next generation clients on financial literacy topics
Orchestrate family wealth needs
Guide and advise on significant financial transactions

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

TheAtkinsGroup@rwbaird.com | 206-664-8850