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Services

Retirement Plan

Make Your Retirement Dreams a Reality 

At The Money Advisor Group, we strive to help you to live the retirement lifestyle you dream of by designing and executing a creative and comprehensive financial plan, complete with investment policy. Ultimately your plan design will put your money to work for you to achieve your goals and objectives.

As you prepare for any journey, it is important to determine what you will do when you actually arrive at your destination. You must ask yourself “What do I really want out of life?” Many people clearly understand the basic necessities for their desired standard of living but struggle to articulate what they really want out of life. However, at the core of our process is an intense focus on helping our clients determine what is most important to them. Our goal is to ensure that your money works for you to help you live without fear and with purpose.  

Our relationship is built on a foundation of mutual trust, where we work tirelessly with you to make sure we understand what is really important to you. This process yields a vision for your life which we then translate into clearly articulated goals, tasks and strategies to enhance your life and act as a roadmap for your retirement journey.

Cash Flow, Debt & Taxes

Spend and Save For Peace of Mind

Clearly, your cash flow planning is critical to your long-term success, no matter whether you are accumulating assets for the future or living on income from your portfolio. Cash flow is affected by your income, spending, debt payments, and taxes, which all need to be coordinated to allow you to build and use your wealth purposefully.

At The Money Advisor Group, we employ sophisticated cash flow analysis and income distribution strategies that will ensure your cash flow accurately reflects all your objectives. Your goals relating to tax planning, retirement planning, education funding and major purchases can be efficiently managed. Potential life changes such as marriage, career changes, sale of a business, or inheritance can be simulated with accuracy and confidence. 

Solutions:​

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  • Retirement planning 

  • Cash-flow planning 

  • Education funding 

  • Executive compensation planning 

  • Debt analysis & structuring 

  • Stock option analysis & planning 

  • Tax planning 

Asset Management

Grow and Protect Your Money

At The Money Advisor Group, we have a fully integrated and customized approach with a clear mission: to grow and protect your money so that it lasts a lifetime. The result: peace of mind. Our focus is to help you achieve your goals by maximizing your returns, minimizing your taxes and expenses, and managing your risks.

Our investment philosophy and approach is rooted in unbiased research of Nobel Laureates and some of the most respected academics in modern history. This academic investment approach is rational and disciplined and never becomes a matter of human emotion. We provide the benefits of a sophisticated view of the capital markets, expert asset allocation, best-in-class investment managers and continuous portfolio management. Your goals-based portfolio will be custom built to provide broad-based asset class diversity. 

Whether your goal is accumulation and growth or tax favored income, we will design a portfolio to meet your unique objectives, through good markets and bad.

Solutions

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  • Retirement Income Distribution Strategies 

  • Portfolio analytics & custom portfolio design 

  • Investment policy statement design 

  • Manager due diligence, selection, and monitoring 

  • Objective fee-based approach using independent, best-in-class turn-key asset management platforms 

  • Portfolio management, monitoring, and reporting 

  • Strategic asset allocation within broadly diversified portfolios using primarily evidence based investment solutions 

  • Total return-focused & tax-managed portfolios 

  • Targeted use of alternative investments and hedging strategies

Asset Protection 

Managed Risk Through Good Markets and Bad

Living life to its fullest brings about many risks. We understand risk and how to manage it to help you and your family can feel secure and confident, knowing your investments are managed with disciplined focus through good markets and bad.

Protecting your assets requires sophisticated risk-management planning and insurance coverage. At The Money Advisor Group, we have a keen understanding of the many risks that must be effectively managed to create the retirement lifestyle you have always dreamed about. We have the experience and expertise to review and consult on asset-protection and risk-management strategies as well as life, disability and long-term care insurance planning. Our process integrates legal and tax advisors proactively to manage your risk and protect your family and business interests.

Solutions

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  • Asset-protection consulting 

  • Longevity risk analysis 

  • Elder-care planning 

  • Employee benefits analysis 

  • Risk management and insurance consulting: 

    • Life insurance 

    • Disability insurance 

    • Long-term care insurance

Legacy Planning

Secure Your Future and Legacy

Your security does not lie in your wealth. You earned it, will use it and then leave it to others in order that your impact is felt long after you are gone. We take time to help you discover how best to pass along the security, freedom and opportunity your wealth can bring to others. Taking the long view is our strength. We will help you as you look to the future and determine how you want your wealth to impact your family, your community, and society as a whole.

At The Money Advisor Group, we provide comprehensive services to ensure that you leave a mark as unique as your signature. We work with you personally, one on one, to craft an estate plan that clearly spells out your wishes, protects your family, minimizes your taxes, and preserves your wealth for future generations.

Solutions

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  • Estate and legacy planning 

  • Trust administration services

  • Family business consulting & succession planning

  • Special needs planning 

  • Strategic planned giving

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