Explore financial planning, investment management, retirement strategies, and tax considerations designed to simplify decisions, adapt to life’s changes, and keep your goals in clear focus.
Our financial planning process helps organize the many moving parts of your financial life. Instead of a lengthy report, we use tools like Asset-Map to create a clear one-page view. This approach makes complex decisions easier to understand, supports informed choices, and adapts as your needs evolve.
Financial planning is about more than delivering a long report. At Boerum Hill, we believe planning should be collaborative, practical, and adaptive. Life is often messy, and financial concerns rarely fit into a single box. That’s why we use tools like Asset-Map to bring everything—income, assets, debts, goals—into one clear picture.
From there, we work together to answer three key questions: What do you have? What do you want? What does it mean? This process helps identify priorities, explore funding needs, and guide your decisions. The outcome is planning that feels usable, relevant, and responsive to your life.
Planning for retirement means more than projecting a lump sum. We design strategies for ongoing income, adjusting as markets fluctuate and expenses evolve. Using advanced tools, we model scenarios around taxes, Social Security, and healthcare to help you approach retirement with clarity and an adaptable plan that supports your goals.
A sustainable retirement requires more than a general estimate of “enough money.” At Boerum Hill Financial Advisors, we use advanced planning tools to map income across each year of retirement. This process accounts for changing markets, shifting expenses, and evolving goals. We review Social Security timing, required withdrawals, healthcare costs, and tax implications to help you see how each factor fits into your income picture.
The outcome is a plan designed to evolve over time, giving you a framework for making informed decisions as life unfolds. Retirement planning isn’t static—it’s a process of regular review and adjustment.
Our investment management process is designed to help you build and maintain a portfolio that reflects your goals, comfort with risk, and time horizon. We emphasize diversification, disciplined portfolio design, and ongoing monitoring, so your investment strategy can adjust as markets shift and your circumstances evolve.
Regardless of portfolio size or stage of life, our investment management philosophy is rooted in discipline and diversification. We believe risk and return are related, that markets generally price securities effectively, and that diversification helps manage volatility. Our clients gain access to institutional fund managers, including Dimensional Fund Advisors, available through a select group of fee-only advisors.
We are not stock pickers or market timers. Instead, we help you determine an appropriate long-term asset mix based on your goals, time horizon, and ability to stay invested. Through ongoing monitoring and rebalancing, we keep your portfolio aligned with your plan.
Every transaction has tax implications, and thoughtful estate planning ensures assets are transferred efficiently to intended beneficiaries. At Boerum Hill Financial Advisors, we introduce tax and estate planning concepts over time and coordinate with trusted professionals to bring in-depth expertise tailored to your circumstances and future goals.
Taxes and estate planning affect nearly every financial decision. Whether it’s investment strategy, retirement withdrawals, or transferring wealth, the details matter. At Boerum Hill Financial Advisors, we help identify where tax and estate considerations fit within your overall financial plan.
Rather than address everything at once, we introduce strategies progressively and collaborate with a network of trusted professionals, including tax advisors and estate attorneys. This partnership ensures you receive coordinated guidance that reflects your priorities and circumstances. The goal is simple: align your financial choices today with the way you want to manage, use, and transfer assets in the future.
