Financial Planning

Do you know your current net worth or what your investments are doing?  What you'll need for retirement and what it will take in current savings to get there?  What about education expenses for your children and other savings goals?  Do you have adequate insurance coverage?  Do you know what you can expect to leave as a legacy for your heirs?  Profolio has the depth of experience and the technology available to give you insight into these important questions.  We'll work together to build a plan and give you access to industry leading technology so you always know where you stand and where you're headed.

Investment Management

As your investment advisor, our primary focus is working with you to protect and grow your assets.  We begin by gaining a thorough understanding of your investment objectives and appetite for risk.  With that in mind, we'll put your investments to work in a customized investment plan, combining investments and strategies designed to achieve your goals.  We manage client investments for any needed objective including:

• Wealth accumulation

• Income generation

• Retirement & education

• Trust & estate objectives

• Philanthropy & charitable endeavors

• Business needs

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Trust & Estate Review

You want to leave a legacy that truly lasts.  Your Profolio Advisor will collaborate with you to project the resources available to be left to heirs, with a focus on avoiding probate and minimizing taxes.  We'll then work with your tax and legal professionals to establish the vehicles necessary to ensure your wealth is passed to loved ones and other beneficiaries efficiently and according to your wishes.

Risk & Insurance Assessment 

An essential component in your wealth plan is to take an inventory of your assets and ensure they are protected from liability, creditors, and other risks.  Once we've identified and analyzed those risks, we discuss possible deficiencies in coverage and make recommendations to you and your current providers as necessary.  

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