Our Process

Our Process

Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future.

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Our Philosophy

Our Philosophy

Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Cultivated For You

Your Story From Now On

The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow.

Organic growth underlies all we do at PROFi. Together, we'll design a roadmap that starts with the future you want and ends with your dream retirement.

Financial Planning for You

We're legacy builders, which means we're planning for you and your posterity.

  • Investment Management

    A prudent investment portfolio considers timeless principles of risk management, time horizon, diversification, re-balancing, costs and tax efficiency. We incorporate these and other evidence-based investment research principles as we implement and monitor quality, risk-appropriate portfolios. We understand the complexity of markets and follow Nobel prize-winning models to build and protect your wealth. And since we offer fee-only advice, you can be sure that our recommendations are always made in your best interest.

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  • Tax Strategy

    Tax liabilities associated with income, estate and gift taxes can drastically impact your wealth. Before any investment decisions are made, we help you consider the tax consequences and optimize for cash. This includes an annual review of your tax return and coordination among your accountant and estate attorney to plan the most efficient tax strategies that address your unique situation. We uncover new ways to minimize your expenses so you hold on to more money and never pay more than you need to.

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  • Retirement Planning

    We are dedicated to preparing tailored, comprehensive retirement plans to help you achieve your retirement objectives, including personal fulfillment and enjoyment, during your retirement years. Our to-and-through retirement planning includes analysis of Social Security optimization, 401k rollover to IRA, and IRA conversion to Roth IRA.

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  • Estate Planning

    Estate planning is more than a will. We walk you through various considerations you may need to address so that you are confident there is a solid plan in place for your family to continue to build upon your legacy. These considerations include family wealth transition, consideration for trust and will, and step-up in basis.

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Financial Planning for Your Business

We're experts at saving save you the time and resources you need to in order to keep your business running smoothly.

  • Executive Benefits

    Corporations and executives face many unique wealth management challenges and opportunities. Whether it is complex compensation packages, concentrated stock positions or “golden handcuffs,” we provide expert guidance and best practices to navigate these unique scenarios.

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  • Business Organization

    There are many ways to form and operate a business. Our objective is to ensure that each client has a business structure that incorporates their tax, asset protection, compensation and estate planning considerations necessary to guide sensitive business and family decisions.

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  • Succession Planning

    We take great pleasure in guiding the successful transition of a business to a new chapter in the life of the business. Our experience navigating the transition from all sides includes the critical interpersonal skills to complement the analytical skills.

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  • Business Transitions

    When it’s time to sell or transfer the business, we can help create a smooth financial transition.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>A Meal for All Generations</p>

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.
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<p>Estate Management Checklist</p>

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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Have a question or comment? Let us know. We're ready to help.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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