We focus on exceeding your expectations—and go far beyond investing to help you on your journey from where you are to where you want to be.
Retirement is the time to enjoy the fruits of your labor—not worry about if you will you be able to maintain the lifestyle you’ve built. We’ll work with you to develop a plan beyond investments with the goal of helping you get to and through retirement. Working together, we will review strategies for you to claim Social Security, navigate Medicare, determine required minimum distributions and more. We will work with you to help you better understand how much you can safely spend, how much you can leave to your loved ones and favorite causes, and the options you have as markets change or if something unexpectedly arises.
We help nonprofits by analyzing your existing portfolio and evaluating cost-efficient ways to seek to preserve the endowment’s growth. We create transparent investment strategies and track results, leaving you to focus on adding to the endowment. We can attend quarterly finance meetings to add perspective and depth and can teach donors how to be the most tax-efficient when giving to your organization. When people choose to donate securities, we can help ensure the process is seamless—from the receipt of the securities to the liquidation and valuation reporting.
Decisions you make today can have a profound impact on the legacy you leave tomorrow. We can help navigate you through the complex legal and tax issues surrounding estate planning, so you can try to minimize taxes, protect your loved ones, and shape your legacy for the future.
A gift in itself is a wonderful thing, but a gift done in a way that maximizes the benefits for you, your family and the charity is even better. By building your gifting plan into your overall wealth management strategy, your legacy can both reflect your values and leave a lasting impact on the people and causes you care about.
From 401(k)s to stock incentives, we can help understand your options, minimize taxes and optimize your compensation. We often help clients:
Education planning is an excellent way to prepare for your loved ones’ higher education goals. Given that the rise in college costs far outpaces inflation, it’s important to have a plan, and the earlier you start saving, the better. Whether you’re saving for college, graduate school, or private secondary education, we can help you understand how much to save and which savings vehicles may be the best options for you and your loved ones.
Your company is your financial engine. It creates wealth, protects your lifestyle, makes a difference and can provide for future generations. We can help you navigate the risks and capitalize on the unique opportunities available to family and private business owners. We help business owners:
We can build custom financial plans and portfolios with the goal to meet your truly unique needs.
We can work closely with your other advisors and professionals to make sure all decisions are made in concert.
Our dashboard enables you to conveniently and securely access your portfolio anywhere, any time (and our digital concierge can walk you through it all).
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CI Dowling & Yahnke