Financial Planning
There are important financial decisions to be made at each stage in your life. We are familiar with the financial scenarios facing you today and in the future and offer a comprehensive list of services to help you meet your goals.
We offer the following services working directly with you and/or your investment advisor and attorney:
Tax Management
- Analysis of your specific situation, facts and circumstances
- Provide recommendations that will reduce taxes currently and fit into a long-term strategy
Retirement Planning
- Strategic tax planning tailored to your lifestyle and specific needs
- Professional guidance regarding the preservation of family wealth
- Analysis of retirement plan assets and how best to take yearly distributions
- Tax minimization
Wealth Transfer Strategies
- Coordinate with estate planning attorneys to expertly address wealth transfer issues in order to minimize estate taxes and maximize assets for future generations
Elder Care
- If requested, we will come to your home and assist with the payment of bills, reconciliation of checkbooks and organization of financial affairs.