Financial Freedom is your destination.

Let our expertise be your navigator.

Comprehensive Financial Planning

  • Define your core values & relationships

  • Exploring, defining, and understanding your life goals

  • Prepare financial plan

  • Establish and monitor your household budget

  • Review & stress test financial plan in an ongoing fashion

  • Strategically optimize cash flow

  • Assess debt management needs

  • Assist and advise on personal asset purchases

  • Planning for (& around) healthcare expenses

General Financial Planning

  • Construct your Personal Investment Policy & define your Risk Comfort Zone.

  • Create, monitor, and manage your comprehensive investment portfolio in accordance with your Personal Investment Policy.

  • Utilize cost-appropriate investments

  • Maximize tax-efficient investing, when appropriate

  • Ensure your portfolio remains aligned with your Risk Comfort Zone and your financial goals

  • Conduct annual strategy reviews

  • Address concentrated positions

Investment Planning

Education Planning

  • Plan for education funding goals

  • Assess tools available to maximize efficient funding of education goals

  • Evaluate loan options, if necessary

  • Strategically eliminate existing education loans

Tax Planning

  • Review asset locations

  • Assess need for RMD planning

  • Optimize distribution strategy

  • Utilize tax-efficient investments when suitable

  • Employ tax-loss harvesting when appropriate

  • Identify loss carry-forward opportunities

  • Identify tax-free asset exchange opportunities (1031/1035)

  • Collaborate with your Tax Professional, if needed

  • Define when you want to be Work Optional

  • Construct a plan for realizing your goals

  • Review and manage or advise on employer retirement plans

  • Analyze pension distribution options

  • Assess potential for NUA and other strategies to maximize your retirement assets

  • Maximize executive compensation opportunities

  • Develop retirement saving strategy

  • Optimize social security benefit planning

Retirement Planning

  • Defining and implementing emergency reserves for a rainy day

  • Maximize debtor protections

  • Defining life insurance needs

  • Exploring insurance substitutes that may be more appropriate for your needs

  • Address and plan for health insurance needs

  • Assess property & casualty insurance coverage

  • Evaluate identity theft protection needs

Lifestyle Protection & Risk Delegation

  • Establish your Wealth Mission Statement

  • Define wealth transfer goals and wishes

  • Review and ensure estate documents remain up to date

  • Review beneficiary designations annually

  • Discuss use of Powers of Attorney as a financial planning tool

  • Evaluate use of gifting strategies for personal or charitable intent

  • Assess need for advanced planning around estate taxation, loved ones with special needs, liquidity issues, and other.

  • Facilitate family meetings (if needed)

Wealth Transfer Planning

Additional Areas of Expertise

Automotive Enthusiasts

As a lifelong “gearhead”, Casey has spent countless hours either in the garage, on a racetrack, or simply enjoying time with like-minded car enthusiasts - hence the name of our firm being a call-back to the original garage. His experience with and knowledge of cars often provides a valuable resource for clients considering investing in rare collectible automobiles, those who enjoy time on the racetrack as a hobby, as well as individuals who are simply looking to replace their everyday means of transportation and are seeking guidance.

Residential Real Estate & Real Estate Improvement

In addition to our expertise and strength in comprehensive financial planning and wealth management, we have extensive experience and knowledge in the fields of residential real estate and real estate improvement. Whether it be a remodel of your current residence, a purchase of a second home, or you are exploring owning real estate as an income-generating investment, we can guide you through the process, assisting you in making prudent decisions. Additionally, we will offer insights and considerations to keep in mind and be a resource for you as you take that journey toward achieving your goal.