Financial Planning

We serve individuals and businesses in all areas of financial management, including:

Retirement planning

  • Making the most of your employer-sponsored retirement plans and IRAs
  • Determining how much you need to retire comfortably
  • Managing assets before and during retirement

Tax management

  • Looking for ways to help reduce your current and future tax burden
  • Referring you to qualified tax specialists

Estate planning

  • Reviewing your wills and trusts
  • Helping preserve your estate for your intended heirs
  • Helping with beneficiary designations
  • Reducing exposure to estate taxes and probate costs
  • Coordinating with your tax and legal advisors

Risk management

  • Reviewing existing insurance policies
  • Recommending policy changes when appropriate
  • Finding a suitable policy for your situation

Education funding

  • Recommending investment and accumulation strategies to help you pay for your children's education

 Investment Planning

  • Determining your asset allocation needs
  • Helping you understand your risk tolerance
  • Recommending the appropriate investment vehicles to help you strive toward reaching and exceeding your goals

Business Planning

  • Reviewing family-limited partnership and transferring business assets
  • Buy-sell agreements

Social Security Analysis

  • Helpful strategies aimed toward maximizing your Social Security benefits in various situations

Charitable giving strategies

  • Philanthropic planning strategies, tools, and techniques for donors to implement



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