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Wealth Planning



Retirement Plan


College Plan




Estate Plan

Our disciplined approach to wealth planning assesses where you are today, where you want to be in the future, and what you want to achieve along the way. As part of our process we review your current financial position – investment portfolios, mortgage, loan agreements, employee benefit programs, tax returns, and estate planning documents – for strengths and possible weaknesses. The Excalibur team will then utilize its diverse and complimentary backgrounds to work in cooperation with your tax, legal, and business advisors to address a wide array of wealth management strategies often crucial to success. 

In addition to financial planning and monitoring, Excalibur can help you evaluate the performance of your existing insurance policies. You may discover that you are actually over-insured or need to consider modifications to ensure your risks are competitively priced and properly covered. Excalibur provides in-depth, disciplined analysis and access to over 60 insurance carriers throughout the US. Our team has expertise implementing Life, Disability, and Long-Term Care insurance solutions.

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